H.E.R.O.’s Journey in Tech (12 December 2018) – Podcast #465: The Powerful Questions That Will Help You Decide, Create, Connect, and Lead

H.E.R.O.’s Journey in Tech (12 December 2018) – Podcast #465: The Powerful Questions That Will Help You Decide, Create, Connect, and Lead

Companies

• China’s Tencent Music raises nearly $1.1 billion in U.S. IPO (Reuters)
• Trend Micro Predicts More Sophisticated Attacks Will Dominate 2019 (BW)
• Line acquires Korean cybersecurity firm GrayHash (TIA)
• Delta Electronics November revenues hit record (Digitimes)
• Trade Me backs Apax Partners’ $2.4b offer (AFR)

BATTS – Baidu, Alibaba, Tencent, TSMC, Samsung

• Kids are pretending to be their grandads to outsmart Tencent’s facial recognition system (TIA); As China’s Regulatory Freeze Drags On, Its Gaming Industry Searches For An Answer (Forbes)
• Alibaba joins funding round for Optibus which is developing technology to help public transport systems in some of the world’s biggest cities (FT)

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

• FAANG Glory Days May Be Over as Headwinds Persist Into Next Year (Bloomberg)
• Facebook, Google, Booking.com are Mark Mahaney’s top picks in 2019 (AFR)
• In Big-Company Standings, $800 Billion Apple Faces New Indignity (Bloomberg)
• Apple HomePod Heads to China, Beating Amazon and Google (Bloomberg)
• How Apple Gamed App Pricing; A Supreme Court antitrust case will decide if Apple is responsible for increased pass-through of costs to customers locked into the App Store (Bloomberg)
• Google has ‘no plans’ to launch censored Chinese search engine, CEO Sundar Pichai says (SCMP)

Asia Tech & Innovation Trends

• Why Huawei smartphones are so popular all over the world – except in the US, where stores don’t sell them (BI)
• China’s Big AI Plan: Do Toys Count, Too? (EE Times)
• Companies unite on autonomous car OS to challenge Google; Toyota, LG and other concerns form foundation to develop open-source system (Nikkei)
• Shoplifting prevention AI contributed to the arrest of suspects, Japan’s startup VAAK developed (Techcrunch)
• Indonesia e-commerce leader Tokopedia raises $1.1B from Alibaba and SoftBank’s Vision Fund; The nine-year-old C2C marketplace is now valued at $7 billion (Techcrunch)
• Grab ties up with Idooh, introduces in-vehicle screens in its cars (FAN)

Global Tech & Innovation Trends

• A closer look on how Dell is coming back to public markets (FT)
• Investors Park $146M In Vroom, An Online Delivery Platform For Used Cars (Crunchbase)
• Stitch Fix tumbles as user growth in holiday quarter underwhelms (FT); Stitch Fix Stock Moves Into Negative Territory for the Year (Barron’s)
• A Post-Earnings Chat With Okta On SaaS And Enterprise Adoption (Crunchbase)
• Airtasker chief executive and founder Tim Fung has refuted suggestions the company is in financial peril after investing heavily on overseas expansion and facing the loss of millions on R&D incentive claims that have been rejected by the tax office (Age)

Life

• Hengan International shares plunge in Hong Kong after short seller brands it ‘worthless’ (SCMP)
• The Differential Impact of TMT Structure on the Performance of Founder and Non-Founder Led Firms (SSRN)
• Do Institutional Investors Play Hide-and-Sell in the IPO Aftermarket? (SSRN)
• Are Investors Aware of Ownership Connections? (SSRN)
• Podcast #465: The Powerful Questions That Will Help You Decide, Create, Connect, and Lead (AOM)