H.E.R.O.’s Journey in Tech (22 November 2018) – Koh Young’s Joel Scutchfield on Smart Factory Connectivity

H.E.R.O.’s Journey in Tech (22 November 2018) – Koh Young’s Joel Scutchfield on Smart Factory Connectivity


  • Solid-state batteries ready to debut in home appliances; TDK reduces the devices to fingertip-size, with the ability to recharge 1,000 times (Nikkei)
  • Koh Young’s Joel Scutchfield on Smart Factory Connectivity (iconnect)
  • Apple iPhone Supplier Foxconn Planning Deep Cost Cuts (Bloomberg)

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

  • Alibaba’s new hotel: robot bellboys and face-recognition gimmick (KRA)
  • Alibaba suffers rare ‘down round’ investment as Babytree’s HK IPO prices low – sources (Reuters)
  • Investments fuel a third of profits at Tencent and Alibaba; Chinese technology giants are becoming increasingly reliant on M&A activities (FT)
  • Tencent e-wallet is following Alibaba to Hong Kong subways (Techcrunch)

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

  • S. chipmaker Nvidia to provide AI platform for Chinese EV start-ups (Reuters)

Asia Tech & Innovation Trends

  • Suning sets sights on big data to serve evolving retail needs (Technode)
  • Beijing to Judge Every Resident Based on Behavior by End of 2020 (Bloomberg)
  • Southeast Asia must guard against digital domination risks; Global technology giants threaten region’s local entrepreneurs (Nikkei)
  • PT Tokopedia, Indonesia’s largest online marketplace, has become the country’s most valuable startup after raising $1 billion from existing investors including SoftBank (Bloomberg)

Global Tech & Innovation Trends

  • Ford’s Autonomous Cars Will Whisk Walmart Deliveries to Doorsteps; The automaker will put its self-driving vehicles to use for the world’s biggest retailer. (Bloomberg)
  • STMicro, Automotive Chipmakers Say There’s Gas Left in Car Chips (Bloomberg)
  • Inside the New Industrial Revolution; The mobile internet, automation and AI will have profound implications. Here’s a closer look at how the old and new economies compare. (WSJ)
  • Europe’s 100 digital champions: Explore the people and companies leading Europe’s growth in five categories (FT)
  • How Disney’s Channels Are Doing in the Era of Shrinking TV Bundles (Bloomberg)
  • With ‘licence to expand’, Schibsted spin-off eyes classified ad mergers (Reuters)
  • Online Fashion Thrives for New Retailer Where Women Call Shots (Bloomberg)


  • Noble – too much faith in a ‘clean’ audit? (BT)

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: