H.E.R.O.’s Journey in Tech (4 January 2019) – Chinese movie ticketing platform Maoyan Entertainment to go public + The Great Rewilding

H.E.R.O.’s Journey in Tech (4 January 2019) – Chinese movie ticketing platform Maoyan Entertainment to go public + The Great Rewilding

Companies

  • Chinese movie ticketing platform Maoyan Entertainment to go public as early as January (KRA)
  • Baidu, Sohu Get Caught in Latest Chinese Internet Clampdown (Bloomberg)
  • Lifull Home’s bolsters inactive listing detection (AIM)
  • Sony promises better face identification through depth-sensing lasers (Verge)
  • Kakao M acquires 4 firms for competitive edge in video contents (Investor)
  • Taiwan based Delta Electronics chooses automotive campus Helmond for expansion of European operations (IO)

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

  • Apple’s Troubles Extend Beyond China; Confluence of events raises doubts about iPhone maker’s business strategy (WSJ); Apple Supplier Stocks Take Another Hit as iPhone Sales Weaken in China (Barron’s); Tim Cook Needs Better Ideas Than This for Apple; Encouraging iPhone trade-ins isn’t going to counter the growth trends working against the company. (Bloomberg); Apple Had Five Ways to Fuel Earnings. Only One Still Works; A changing smartphone market calls for new strategies to boost profit. Most of what Apple tried has run out of steam. (Bloomberg); Apple Comes Clean, Leaves Investors Stuck in the Mud; It sure took a long time for a corporate icon to embrace transparency. (Bloomberg); Apple Priced Itself Out of Shrinking Chinese Smartphone Market (Bloomberg); Apple plunge deepens Warren Buffett’s book value woes (Reuters)

Asia Tech & Innovation Trends

  • Beijing to accelerate autonomous vehicle production (Technode)
  • China Weighs Law to Curb Forced Tech Transfers: People’s Daily (Bloomberg)
  • Zomato seeking new funding round with Ant Financial (KRA)
  • Indian Auto marketplace CarDekho grabs $110M to double down on insurance and financial services (Techcrunch)
  • ‘Extreme affordability’ puts JioPhone atop Nikkei’s superior products list; Souped-up feature phone from India opens up internet to low-income users (Nikkei)
  • Carmen Automotive’s predictive tech prevents unexpected vehicle breakdowns; raises US$730K; Its product reads data such as battery life, coolant temperature and fault codes from the vehicle’s engine control unit to prompt owners on its current health (e27)

Global Tech & Innovation Trends

  • Stitch Fix’s Success Story Is Underappreciated; The online personalized shopping service has proved its staying power under the leadership of CEO Katrina Lake. (Bloomberg)
  • AI Helps Auto-Loan Company Handle Industry’s Trickiest Turn; Prestige Financial Services wanted to boost growth without lowering lending standard (WSJ)
  • Who Will Lead In The Age Of Artificial Intelligence? (Forbes)
  • Masayoshi Son wants Arm’s blueprints to power all tech; The British company’s pre-eminent position in chip design helps him predict tech’s future (Economist)
  • Artificial Intelligence Vs. the Hackers: Machine-learning algorithms watch hackers’ behavior and adapt to their evolving tactics. (Bloomberg)
  • Chipmakers keen to roll out NPU-based AI mobile SoCs (Digitimes)
  • The biggest tech trends of 2019, according to top experts; Next year’s AI, AR, and 5G tech may set the stage for some massive tectonic shifts in tech and culture. (FastCo)

Life

  • The Great Rewilding (Reboot)
  • Final Decision Checklist (VIW)
  • Why We’re Drawn to Leaders Who Emphasize the Negative (HBR)

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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