H.E.R.O.’s Journey in Tech (19 December 2018) – Altium Launches Altium Designer 19 Enabling Easy, Powerful Design for Complex Projects + Unscaled: How AI and a New Generation of Upstarts Are Creating the Economy of the Future

H.E.R.O.’s Journey in Tech (19 December 2018) – Altium Launches Altium Designer 19 Enabling Easy, Powerful Design for Complex Projects + Unscaled: How AI and a New Generation of Upstarts Are Creating the Economy of the Future


  • China’s Ctrip grilled over fake Japan bookings (Nikkei)
  • Chinese Apple supplier O-film Tech confirms interest in Japan Display; Negotiations on tie-up with O-film are in ‘early stages’ (Nikkei)
  • Mercari calls it quits in Europe as losses mount (Nikkei)
  • KakaoPage acquires Indonesian webtoon operator (Investor)
  • Lippo internet subsidiaries in legal battle with Indonesian ministry; Unpaid spectrum bills add to problems for cash-strapped conglomerate (Nikkeii)
  • Altium Launches Altium Designer 19 Enabling Easy, Powerful Design for Complex Projects (PRweb)

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

  • Baidu leads US$87 million investment in Chinese smart lock start-up YunDing (SCMP)
  • Baidu restructures to focus on AI and cloud computing (Technode
  • Alibaba uses AI to speed up detection of pregnant pigs seven times, boosting efficiency of China’s hog farms (SCMP)
  • Masayoshi Son floats part of SoftBank to help pay for his huge tech bets (Economist); SoftBank writedown will cloud Son’s way forward (Reuters); Softbank’s Arm Holdings unveils chip aimed at self-driving car sensors (Reuters)

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

  • Google is wading into India’s huge online shopping market (CNN )
  • Alexa will be able to tell when your relationship is ending, experts predict (NYP)
  • ‘It’s Been a Rout’: Apple’s iPhones Fall Flat in World’s Largest Untapped Market; With global smartphone sales flattening, Apple has looked to India for new growth, with little success so far (WSJ)
  • Buy Netflix Stock Because It Can’t Be Stopped, Says Analyst (Barron’s)

Asia Tech & Innovation Trends

  • AI start-up Fourth Paradigm, formed by Huawei veterans, becomes China’s latest unicorn (SCMP)
  • Why China still needs Silicon Valley (CNN)
  • Didi will seize the wheel of a Chinese carmaker (Reuters)
  • Honda uses “Game AI to train automatic driving AI” Learning Simulator (Techcrunch)
  • How this startup makes health and beauty bookings thrive in Thailand (e27)
  • India’s Oyo Hotels Expands Across China And Indonesia While Facing Backlash At Home (Forbes)
  • Moglix raises $23M to digitize India’s manufacturing supply chain (Techcrunch)
  • India’s Byju’s looks to launch its online learning app in US and UK; Education technology start-up targets users abroad after raising $540m in fresh investment (FT)
  • How Nuren Group, Fave, and DahMakan are shaking up the Malaysian digital marketplace ecosystem (e27)
  • Indian unicorns will feast on richer pastures (Reuters)

Global Tech & Innovation Trends

  • A New Way to Spot the Next Financial Crisis: The tech revolution means better models of the financial system. This will help identify risks, but is no panacea (WSJ)
  • This AI Startup Constantly Monitors Kids To Stop The Next School Shooting-And It Just Scored $16 Million Funding (Forbes)
  • Laser Vision Upstart Luminar Reveals Self-Driving Tech Alliance With Audi’s AID Unit (Forbes)
  • AI For Mobile: New Solutions To Speed Up Performance (Forbes)
  • Lift-and-Shift Cloud Strategies Can Be Costly (WSJ)
  • Blue Apron Is Now a Penny Stock and It’s a Cautionary Tale for Next Year’s IPO Market (Barron’s); Blue Apron’s 90% Drop Makes It Third Worst U.S. IPO This Decade (Bloomberg)


  • Companies Must Disclose Executive Hedging Strategies; SEC approves rule aimed at shedding light on hedges against a company’s poor performance (WSJ)
  • Unscaled: How AI and a New Generation of Upstarts Are Creating the Economy of the Future Hardcover – March 27, 2018 (Amazon)
  • Will brands without social purpose thrive? (FastCo)
  • The Myth of Closure (Krista Tippett)
  • 9 Habits of World Class Startups (NFX)

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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