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H.E.R.O.’s Journey in Tech (17 December 2018) – Tencent’s IPO parade creates looser ties for growth and funding + Meet ‘Millie’ the Avatar. She’d Like to Sell You a Pair of Sunglasses

H.E.R.O.’s Journey in Tech (17 December 2018) – Tencent’s IPO parade creates looser ties for growth and funding + Meet ‘Millie’ the Avatar. She’d Like to Sell You a Pair of Sunglasses

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

  • Tencent’s IPO parade creates looser ties for growth and funding (Nikkei)
  • SoftBank’s credibility problem: The group’s shares trade at a discount but an IPO of its mobile unit could change attitudes (FT)
  • No Respite Seen for Korean Chip Giants as Analysts Slash Targets (Bloomberg)

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

  • Amazon Targets Unprofitable Items, With a Sharper Focus on the Bottom Line; Online giant pushes for changes in product packaging, quantities to improve earnings (WSJ)

Asia Tech & Innovation Trends

  • China’s $856 Billion Startup Juggernaut Is Getting Stuck; Government-backed venture capital funds don’t know what to do with all their cash. (Bloomberg)
  • Japanese electronics firms look to re-engineer their design mojo (Reuters)
  • Traveloka reportedly has acquired rival OTAs PegiPegi, Mytour, TravelBook (e27)
  • Indian Food-Tech Zomato Makes A Bid to Transform Itself Into a Farm-to-Fork Company (Forbes)

Global Tech & Innovation Trends

  • Just Eat comes under attack from activist investor; Cat Rock says ‘unambitious targets and flawed incentive schemes’ have hurt delivery business (FT)
  • Tech startups can save healthcare billions by getting patients to their medical appointments (NYT)
  • Asian investors hungry for Europe tech startups, equity expert says; Chinese tech giants and SoftBank look to continent as valuations soar elsewhere (Nikkei)
  • How sales innovation helped tech unicorn Darktrace crack Asia (MT)
  • Germany Tightens Foreign Acquisition Rules Amid China’s Push for Technology Deals (WSJ)
  • Meet ‘Millie’ the Avatar. She’d Like to Sell You a Pair of Sunglasses; Canadian startup Twenty Billion Neurons developed the AI-powered sales assistant and is discussing trials with retailers. (Bloomberg)
  • Uber Aims to Shed Troubled Past in Pre-IPO Peace-Making Bonanza (Bloomberg)
  • Intel, TPG in early talks to sell McAfee to Thoma Bravo – source (Reuters)

Life

  • Inner Peace Is a Booming Business; Voices calling you to ‘find your escape’ are likely seeking a buck like everyone else. (WSJ)
  • Government agrees to pay HK$300 million for Hong Kong’s biggest audit reform in a decade; The cash will enable the Financial Reporting Council to triple its staff, who will keep an eye on the auditors of 2,000 listed companies in HK (SCMP)
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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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