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H.E.R.O.’s Journey in Tech (12 January 2019) – Apple’s Next Big Move? It Should Buy Nintendo + Why Some Platforms Thrive and Others Don’t

H.E.R.O.’s Journey in Tech (12 January 2019) – Apple’s Next Big Move? It Should Buy Nintendo + Why Some Platforms Thrive and Others Don’t

Companies

  • China’s Ctrip faces turbulence in journey to the top; Online travel giant forced to fend off rising tech rivals in uncertain economic times (Nikkei)
  • CES 2019: iFLYTEK’s Translator 2.0 works with 63 languages (Neowin)
  • No end in sight to Xiaomi’s woes as outlook dims (Nikkei)
  • Apple’s Next Big Move? It Should Buy Nintendo (Barron’s)
  • LG Chem lifts China battery investment by $1bn, eyeing exports; Company looks to Western electric-car markets as Beijing favors local suppliers (Nikkei)
  • Infosys increases revenue growth forecast amid upbeat technology spending trend (Nikkei)

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

  • WeChat takes on Ant Financial with new, integrated credit scoring system (Technode); WeChat pins future on Chinese users’ growing penchant for video, photo (Technode); WeChat creator gives marathon talk on super app (Investor); WeChat’s ambitious plans to reshape daily lives (Investor)
  • Alibaba launches ‘A100’ initiative to drive its evolution into a global enterprise tech provider (SCMP)

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

  • What Amazon’s Alexa microwave teaches us about interacting with AI assistants (TNW)
  • What Amazon’s Rise to No. 1 Says About the Stock Market (WSJ)
  • Amazon Is Becoming More Powerful Than You Realize; Retail and Alexa are just the start of the path toward total domination (Medium)
  • Apple Maps is finally getting turn-by-turn navigation in India (TNW)
  • Apple Watchers Are Already Looking Toward the Next Next iPhones (Barron’s)
  • Google vs Amazon At CES: The Battle For The Future Of Voice (And Computing) (Forbes)

Asia Tech & Innovation Trends

  • World’s most valuable AI startup SenseTime unveils self-driving center in Japan (Techcrunch)
  • China’s proptech space and 3 key takeaways (Technode)
  • Giant CES fair in Vegas shows US remains too big to ignore for Chinese tech firms even as trade war swirls (SCMP)
  • 2018: a boom year for Chinese apps in India; ByteDance and co. are a massive new force in India’s app ecosystem. (KRA)
  • Taiwan tech struggles to find growth path in fog of trade war; Onetime highfliers sink into the red — or bankruptcy (Nikkei)

Global Tech & Innovation Trends

  • Don’t overestimate AI’s understanding of human language (TNW)
  • A New Vision for the Future of Driving; At CES, car companies are showcasing new designs that will fundamentally alter the automotive experience (Medium)
  • Bose brings its noise-cancelling tech to cars; Unfortunately the vehicle won’t actually be wearing headphones (TNW)
  • This Reclusive Engineer Is Plotting The Death Of Blockchain (Forbes)
  • Postmates Adds $100 Million In Funding As Food Delivery Co. Prepares For Potential IPO (Forbes)
  • This Obsbot Tail Is An A.I. Camera Can Track And Identify Faces Even In A Crowd (Forbes)
  • Slack Sets the Stage for an Unusual Year of IPOs (Barron’s); Slack Plans to Follow Spotify on Unconventional IPO Route (WSJ)
  • What Disney’s Streaming Service Means for its Box Office Strategy (Barron’s)
  • What I Saw at the Consumer Electronics Show (Barron’s); 3 Ways Tech Will Do the Walking for You in 2019; Urban commutes can be tedious. To the rescue: Segway’s new suite of self-balancing ‘micro-mobility’ transporters released at the 2019 Consumer Electronics Show (WSJ)
  • Beyond Machine Learning: Capturing Cause-and-Effect Relationships; On the horizon: Pre-defined AI models delivered as a service. (WSJ)
  • Corporate investors pile into electric vehicle startups (Reuters)

Life

  • Why Some Platforms Thrive and Others Don’t (HBR)
  • The key to effective goal-setting is a little theory called “Pain + Reflection” (qz)
  • The High Cost of Financial Panics: Roman emperors and American presidents alike have struggled to deal with sudden economic crashes (WSJ)
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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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