H.E.R.O.’s Journey in Tech (21 December 2018) – Koh Young Technology Highlights AI Inspection at IPC APEX EXPO 2019

H.E.R.O.’s Journey in Tech (21 December 2018) – Koh Young Technology Highlights AI Inspection at IPC APEX EXPO 2019

Companies

  • Mercari subsidiary Sojo ends “mertrip” service in January (Techcrunch)
  • Japan’s LINE acquires Thai e-commerce platform Sellsuki and partners with KBank (KRA)
  • Bilibili and Taobao partner on e-commerce (Technode)
  • Dawn of Tri-Camera Phones May Reverse $15 Billion Sunny Optical Wipeout (Bloomberg)
  • Koh Young Technology Highlights AI Inspection at IPC APEX EXPO 2019 (iconnect)

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

  • Tencent keeps trying to build hardware, but nobody’s buying (TIA)
  • Tencent shares jump after reports of gaming approvals (Reuters)
  • SoftBank Leads $385 Million Bet on Fair, a Subscription-Car Startup; The car-subscription service buys used vehicles from dealerships and rents them via an app for a monthly fee (WSJ)
  • Recharge: LG and Samsung take heart as China flags more open car battery market (Reuters)
  • Taiwanese chip maker TSMC to build the world’s first 3nm chip factory (Technode)

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

  • Is It Really Five Stars? How to Spot Fake Amazon Reviews (WSJ); The Amazon ($AMZN) Marketplace is like the lord of the flies for small businesses. (Verge)
  • Alexa gets access to Wolfram Alpha’s knowledge engine (Techcrunch); People still aren’t into buying things through their smart speakers (qz); Amazon introduced transfer learning to Alexa; The benefits of the machine learning improvements manifest themselves across all aspects of Alexa and the system has seen a 25 percent reduction in its error rate over the last year (Wired); Amazon error allowed Alexa user to eavesdrop on another home (Reuters)
  • Amazon Flexes Its Well-Defined Muscle on Its Own Labels; Its approach is both potentially great for shoppers and an opportunity to grab even more power for itself. (Bloomberg)
  • Hey, Apple-Here’s a Pitch for More Data About Your ‘Ecosystem’ (Barron’s)
  • Instagram is reshaping the $10B business of interior design (FastCo)
  • How NVIDIA Built A Record-Breaking AI Supercomputer In Under 3 Weeks (Forbes)

Asia Tech & Innovation Trends

  • How China’s Bike-Sharing Startup Ofo Went From Tech Darling To Near Bankruptcy (Forbes)
  • China looks to private capital, open source technology for global tech game advantage (Technode)
  • Hujiang: Leading tech innovation in China’s edtech sector (Technode)
  • Home-grown digital insurer Bowtie receives Hong Kong’s first virtual insurance licence (SCMP)
  • Panasonic and LG give a jolt to China’s EV battery market; Beijing’s loosening rules prompt fresh investment from foreign players (Nikkei)
  • Real-time video analytics startup Gorilla raises $15m (TIA)
  • Global Investors Scramble for Slices of Food-Delivery Startups in India, Korea (WSJ); Swiggy raises $1 billion as Naspers, Tencent pour more money; Indian online food delivery company is valued at more than $3 billion (Nikkei); Indian food delivery startup Swiggy raises US$1B investment led by Naspers; Swiggy’s latest fundraising round is the single largest in India’s food technology sector to date (e27)
  • Mukesh Ambani Warns of ‘Data Colonization’ in Amazon’s Hottest Market (Bloomberg)
  • Grab is messing up the world’s largest mapping community’s data in Southeast Asia; Remote teams incorrectly overwrote data developed by volunteer mappers in Thailand (Techcrunch)

Global Tech & Innovation Trends

  • Researchers developed an AI robot that can assist with childbirth (TNW)
  • The AI boom is happening all over the world, and it’s accelerating quickly (Verge); AI leads list of tech trends to watch in 2019: FleishmanHillard (Edge)
  • Neil Young Launches Subscription Streaming Service: The rocker behind hits such as ‘Heart of Gold’ is offering a subscription service for his music at a higher sound quality (WSJ)
  • BlackBerry’s bet on connected cars pays off (CNN)
  • Why Autodesk Just Spent $1.15 Billion On Two Construction Tech Startups (Forbes)
  • Twitter Inc: Falls on short-seller Citron Research’s report (Reuters)
  • In the age of Amazon and Alibaba, logistics automation is the key to competing with giants (RG)
  • Why billboards and outdoor ads are booming in a smartphone age; Bigger, smarter outdoor ads mean more relevant advertising that makes us look up from our phones (Curbed)
  • Zynga Strikes $560 Million Deal for Mobile Gamemaker Small Giant (Bloomberg)

Life

  • How To Find Your Calling, According to Psychology (BPS)
  • Short-Seller Targets China Stocks ‘Where There Is Nothing Worth Saving’ (Bloomberg)

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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