H.E.R.O.’s Journey in Tech (5 January 2019) – Digital disruption to drive revenue growth in 2019

H.E.R.O.’s Journey in Tech (5 January 2019) – Digital disruption to drive revenue growth in 2019


  • Inari, Globetronics bear brunt of Apple’s cut to forecasts (Edge)

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

  • Apple Beware: Samsung’s Great Fall in China Was Swift; In five years, Samsung went from China’s No. 1 to less than 1% market share (WSJ)

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

  • ‘Defining moment’ for Tim Cook as Apple looks beyond the iPhone; Investors fret over company’s future as smartphone slowdown bites (FT); Why There’s Still Plenty of Value in Apple’s Core (Barron’s)
  • Is the end of Netflix’s golden age in sight? The streaming pioneer is facing competition from content suppliers, not to mention Apple and Amazon; the amount it spends on content, marketing and other costs in 2018 will exceed what it earns from subscribers by at least $3bn. (Guardian); How Netflix Could Eventually Stop Losing Money (Bloomberg)

Asia Tech & Innovation Trends

  • Nansha, the pearl of the Greater Bay Area (GBA), is in full speed to foster artificial intelligence AI innovation (SCMP)
  • Toyota to showcase ‘brainier’ self-driving car at CES (Nikkei)
  • Taiwan’s UMC to scale down chip project with Chinese partner (Nikkei)
  • Developing a Next-Gen Display Ecosystem (EE Times)
  • Melbourne’s BMYG launches first Chinese investor matchmaking app in Australia (AFR)
  • Indian e-learning startup Byju’s eyes US deals after raising $540m; World’s most valuable education tech unicorn has global expansion plans, CEO says (Nikkei)

Global Tech & Innovation Trends

  • Digital disruption to drive revenue growth in 2019 (Star)
  • Salesforce Shares Soar on Analyst Rave (Barron’s)
  • The Inventor of the Apple Store on Retail Revolutions (Barron’s)
  • Robots Will Be Taking Over CES 2019 (Barron’s)


  • Herb Kelleher, Whose Southwest Airlines Reshaped the Industry, Dies at 87 (NYT, 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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