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H.E.R.O.’s Journey in Tech (19 November 2018) – ‘Dragon Ball’ Continues to Top Profits With Bandai + The Stress Test: How Pressure Can Make You Stronger and Sharper

H.E.R.O.’s Journey in Tech (19 November 2018) – ‘Dragon Ball’ Continues to Top Profits With Bandai + The Stress Test: How Pressure Can Make You Stronger and Sharper

Companies

  • ‘Dragon Ball’ Continues to Top Profits With Bandai (CB)
  • Ping An Good Doctor blazes trail in developing unstaffed, AI-assisted clinics in China (SCMP)
  • Xiaomi Has Chance to Justify Lofty Valuation After 23% Slide (Bloomberg)
  • iFAST founder Lim confident China business will be exciting (Edge)
  • Ennoconn to raise funds via shares (Taipei Times)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Alibaba makes strategic investment in home renovation platform “007 eService” (KRA)
  • Tencent turns to Sea to sell games in south-east Asia (FT); Chinese consumers send Tencent disturbing message on apps; Tech giant faces challenge to online businesses outside gaming (Nikkei)
  • SoftBank’s Next Robot After Pepper Skips Chit Chat, Mops Floors (Bloomberg)
  • Ill-timed scandal for the ‘Republic of Samsung’; BioLogics case highlights wider problems for Korea Inc and president Moon (Nikkei)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Inside Apple’s humans-first, tech second news platform (Age)
  • Nvidia Hands an $824 Million Windfall to Semiconductor Shorts (Bloomberg)

Asia Tech & Innovation Trends

  • Meet The Man Behind Oppo’s Super Fast Charging Speeds (Forbes)
  • US listings back in favour after China tech firms’ Hong Kong IPOs fail to take off, says JPMorgan (SCMP)
  • iPhone glass supplier Biel Crystal postpones US$1.5 billion Hong Kong listing amid market rout (SCMP)
  • Japanese drone startup ACSL files for IPO (Bridge)
  • Indonesian Tokopedia launches service to bridge online and offline retailing (KRA)
  • Thailand is pioneering the future of robotics and automation (qz)
  • Three Charts That Explain Boom in Southeast Asia’s Net Economy (Bloomberg)
  • Think Your Postal Service Has Problems? Try Delivering to 18,000 Far-Flung Islands; In Indonesia, an online shopping boom that should be helping the mail service is actually making things worse. (Bloomberg)
  • OYO already had the bucks. Now it has a CEO who can use them (qz)
  • Should India credit Modi’s demonetisation for digital boom? (SCMP)

Global Tech & Innovation Trends

  • Box CEO Aaron Levie thinks big companies are responding to disruption the wrong way (qz)
  • Chip industry’s new paradigm looks like the old one (BT)
  • Investors Don’t Think Much of Michael Dell’s Company (Barron’s)
  • Spotify, Pandora Turn to Podcasts for Listeners, Profits; Music-streaming giants are poised to use their machine-learning and AI capabilities to help listeners discover new podcasts (WSJ)
  • ‘Uber Eats and Deliveroo should be very worried’: Ruling to reshape gig economy (Age)

Life

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About bambooinnovator
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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