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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)
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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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