H.E.R.O.’s Journey in Tech (29 November 2018) – Altium’s 3D viewing to see errors and assist greatly with the overall design concept + Robert Greene: 4 Signs of Short-Term Thinking and strategies to overcome them

H.E.R.O.’s Journey in Tech (29 November 2018) – Altium’s 3D viewing to see errors and assist greatly with the overall design concept + Robert Greene: 4 Signs of Short-Term Thinking and strategies to overcome them

Companies

  • Japan’s Line recruits appliance makers for its smart speakers (Nikkei)
  • Baidu’s iQiyi Video Site Plans Convertible Bond Sale (Bloomberg)
  • Weibo acquires top live streaming platform Yizhibo (Technode)
  • Xiaomi’s smart speaker now has over 34 million monthly active users (Technode); China’s Xiaomi teams up with furniture brand Ikea on smart home devices (SCMP)
  • Chinese medical tech platform WuXi AppTec launches $1 billion HK listing (Reuters)
  • Sinbon to acquire nearly 10% stake in Nextronics, a maker of connectors for industrial computing and optical communication devices (Digitimes)
  • Getac Launches Rugged Tablet K120 in S. Korea (BK)
  • Altium’s 3D viewing to see errors and assist greatly with the overall design concept (TM)
  • Naukri Parent, Info Edge Puts More Money in B2B Footwear Marketplace ShoeKonnect (TS)

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

  • Samsung and rival chipmakers brace for stall in supercycle (Nikkei)
  • TSMC, A Company Few Americans Know Is About to Dethrone Intel; TSMC factories help Amazon, others shed their Intel addiction (Bloomberg)
  • Samsung Heads Toward the DMZ to Challenge Cloud-Computing Giants (Bloomberg)

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

  • Facebook to expand its section for local news ‘Today In’ (Reuters)
  • Antitrust, the App Store, and Apple (Stratechery)
  • Microsoft’s tussle for top spot highlights its transformation; It has drawn level with Apple thanks to cloud services but shadow of regulation looms (FT)
  • The bulk of Amazon’s ad dollars are coming from placement in its virtual store aisles (qz)
  • Amazon Cloud Business Seen Reaching $350 Billion Value by 2022 (Bloomberg)
  • Amazon’s newest service uses machine learning to extract medical data from patient records (Techcrunch)
  • Amazon Targets Hybrid-Cloud Customers With On-Site Servers (Bloomberg)
  • Amazon’s Cloud Chief Defends Use of Facial Recognition Software (Bloomberg)
  • Amazon launches machine learning chip, taking on Nvidia, Intel (Reuters); New at Amazon: Its own chips for cloud computing (Wired)
  • Amazon’s latest gadget: a self-driving toy car for coders (Reuters)
  • Amazon said to edge past Flipkart in India e-commerce market amid mounting losses (Nikkei)

Asia Tech & Innovation Trends

  • This Chinese Billionaire Wants to Put Human-Like Robots in Your Home; James Zhou founded world’s most valuable consumer bot startup. (Bloomberg)
  • Yitu unveils new AI cancer detection tool, hailing such products ‘great creations in human history’ (SCMP)
  • Why some Chinese consumers think an iPhone is worth two Huaweis or three Xiaomis (SCMP)
  • EBay CEO aims to turn Japan operations into a multibillion-dollar business (Japan Times)
  • Mitsucari, which matches the personality of the job seekers and “Compatibility diagnosis” of company culture with AI, raised 150 million yen (Techcrunch)
  • India’s Drivezy raises $20M for its on-demand vehicle rental service (Techcrunch)
  • Phase three in Indonesia’s ‘wallet wars’: pairing with e-commerce platforms (KRA)
  • Workforce management startup Deputy has raised $US81 million ($111 million) in funding in what is the biggest Series B raise in Australian history. (Age)

Global Tech & Innovation Trends

  • RoadBotics developed technology that identifies and catalogs every crag and crack in streets, alerting authorities of issues through an interface that zooms into the tiniest detail of the asphalt beneath your wheels. (Techcrunch)
  • The Disney of the Future Is Taking Shape. Watch the Stock Soar, Analyst Says (Barron’s)
  • In these stores of the future, you grab stuff and leave (CNN)
  • To Sniff Out Insider Trading, Follow the Options Market; How algorithmic sleuths use artificial intelligence to expose suspicious activity related to mergers and acquisitions. (Bloomberg)
  • Qualcomm sets up $100 million fund to invest in AI startups (Reuters)
  • Uber and Deliveroo talks ‘miles apart’ on valuation; Deal stalls as ride hailing app offers less than half $4bn price tag (FT)

Life

  • How To Deal With The Adversities Of Life (Medium)
  • Robert Greene: 4 Signs of Short-Term Thinking and strategies to overcome them (Medium)
  • Use Einstein’s Educational Philosophy to Boost Your Learning (Medium)

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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