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H.E.R.O.’s Journey in Tech (30 November 2018) – Why Japan Will Become A SaaS Nation + Ursula K. Le Guin on Suffering and Getting to the Other Side of Pain: “All you have is what you are, and what you give.”

H.E.R.O.’s Journey in Tech (30 November 2018) – Why Japan Will Become A SaaS Nation + Ursula K. Le Guin on Suffering and Getting to the Other Side of Pain: “All you have is what you are, and what you give.”

Companies

  • Nintendo to ease its draconian rules for YouTubers and livestreamers (TNW)
  • Trend Micro Demonstrates Strength of Relationship with Amazon Web Services Through Integrated Technology, Channel and Diversity Programs (Devops)
  • Seven-Eleven taps facial recognition for future unstaffed stores; Cashierless shop to take center stage in labor-short Japan (Nikkei)
  • Why Xiaomi’s fancy phones aren’t selling (TIA)
  • China’s Ctrip to Use Discounts to Lure Travelers as Economy Slows; Company sees opportunity to gain market share with targeted advertising and lower prices (WSJ)
  • Meitu accused of improper data collection, again (Technode)
  • Samsung supplier indicted in leak of OLED tech to China; Recipient seen to be BOE, a key partner of smartphone rival Huawei (Nikkei); South Korea indicts group for leaking Samsung display tech to Chinese firm BOE Tech (Reuters)
  • Taiwanese ASIC manufacturer Aspeed Technology now tackles 360º video processing with a proprietary 360-degree spherical image processor it will showcase at CES implemented in an affordable consumer 360-degree camera. (EE News)
  • Start-up partners DLF, Delta Electronics India and ABB India for EV charging network (AC)
  • Delta Electronics announces partnership with Codesys (Digitimes)
  • Cash-Strapped Millennials Are Turning to Installment Plans to Pay for T-Shirts and Jeans; Finance apps Afterpay and Affirm approve applicants in seconds and say their algorithms minimize default risk. (Bloomberg)
  • Gentrack delivers on guidance but warns about customer caution (Sharechat)

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

  • South Korea Charges 11 With Selling Samsung Technology to China (Bloomberg)
  • Samsung Elec says it will cancel $4.4 billion worth of shares (Reuters)

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

  • Apple investors need new revenue metric: Shira Ovide (AFR)
  • Apple tunes into terrestrial radio to amplify digital service; Tim Cook hopes industry ties will help iPhone maker catch up with Spotify (FT)
  • Microsoft Could Beat Apple as the Most Valuable Company. But the ‘Winner’s Curse’ Looms. (Barron’s); Dinosaur reborn: Microsoft is now worth as much as Apple. How did that happen? (Age)
  • New Parents Complain Amazon Baby-Registry Ads Are Deceptive; Unwanted gifts arrive after friends click on promotions tucked into wish lists (WSJ)
  • Nvidia share price reflects ups and downs of artificial intelligence; Machine learning is useful but does not replace the human mind (FT)

Asia Tech & Innovation Trends

  • Nobel laureate Thomas Sargent: China might have a tech bubble (KRA)
  • Chinese tech companies are now keeping detailed records of users’ activity (CNN); In China, Your Tesla or BMW Could Be Talking to the Government (Bloomberg)
  • Bytedance fined by Chinese regulator over illegal medical advertisements (SCMP)
  • Chinese Takeover of European Tech Assets Set for Greater Scrutiny (Bloomberg)
  • China is preparing to end its $176 billion experiment with peer-to-peer lending. (Bloomberg)
  • Nanshan District spurs entrepreneurs on path to success (Technode)
  • Founder of smartphone brand Gionee on social credit blacklist (Technode)
  • Dorabot’s Spencer Deng Is Building A Silicon Valley Startup With Shenzhen Speed To Enable Smart Logistics (CMN)
  • Why Japan Will Become A SaaS Nation (Forbes)
  • Easyship, a Stripe for global e-commerce shipping, raises $4M (Techcrunch)
  • “LegalForce”, in which AI reviews contracts in 1 second, raises 500 million yen; 70 companies introduce in beta version in about three months (Techcrunch)
  • Japan’s parking reservation application “akippa” starts a paid membership plan (Techcrunch)
  • The Harajuku Store That Won’t Let You Bring Your Clothes Home (Bloomberg)
  • This Malaysian startup has 12m users worldwide. Here’s how it runs its 58-strong team (TIA)
  • The biggest players in the Thai startup ecosystem (Infographic) (TIA)
  • Agtech startup Imago AI is using computer vision to boost crop yields (Techcrunch)
  • Rise of Online Shopping Makes Warehouses Hot Property in India (Bloomberg)
  • Grab, Go-Jek wage street fight for South East Asia ‘super-app’ supremacy (Reuters, SCMP)

Global Tech & Innovation Trends

  • Asana, a work management platform, nabs $50M growth round at a $1.5B valuation (Techcrunch); Consolidation ahead for business software start-ups; Cloud applications such as Asana face struggle to retain their independence (FT)
  • DHL Turns to Robots to Equip U.S. Warehouses for E-Commerce (Bloomberg)
  • Here’s How One Analyst Sees Two Options in the Digital Home-Services Business (Barron’s)
  • UK unicorn Revolut on the way to Asia to challenge local payment apps (TIA)
  • Ad buyers sceptical as Snap looks beyond teens for growth (Reuters); Turns out Snapchat wants to be in “poor” India after all (qz)
  • Morgan Stanley Adds FAANGs, Cloud Stocks to Annual Growth List (Bloomberg)
  • Pentagon looks to exoskeletons to build ‘super-soldiers’ (Reuters)
  • The Race for a Better EV Battery (EE Times)
  • OK, Computer: How Much Is My House Worth? Proposed regulations would allow the majority of homes to be bought and sold without being appraised by a human (WSJ)

Life

  • Ursula K. Le Guin on Suffering and Getting to the Other Side of Pain: “All you have is what you are, and what you give.” (BP)
  • 40 Lessons from 40 Years of Apple Ads (Medium)
  • Does Hong Kong’s proposed suspension rule give regulators enough teeth to eject errant firms? (SCMP)
  • Singapore Needs More Fraud-Busters (Bloomberg)
  • Ex-Autonomy CEO Michael Lynch Indicted for Fraud Tied to 2011 HP Deal (Bloomberg)
  • SEBI To Nail PMS Fund Managers For Duping Public With Bogus Buy Recommendations (RJ)
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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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