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H.E.R.O.’s Journey in Tech (17 January 2019) – Koh Young Technology Highlighting Expanded Inspection Capabilities at IPC APEX EXPO 2019 + Hermann Hesse on Solitude, the Value of Hardship, the Courage to Be Yourself, and How to Find Your Destiny

H.E.R.O.’s Journey in Tech (17 January 2019) – Koh Young Technology Highlighting Expanded Inspection Capabilities at IPC APEX EXPO 2019 + Hermann Hesse on Solitude, the Value of Hardship, the Courage to Be Yourself, and How to Find Your Destiny

Companies

  • Sanan Optoelectronics, China’s biggest maker of chips for light-emitting diodes, tumbled by the 10 per cent daily limit in Shanghai trading amid mounting scepticism about the company’s accounting authenticity (SCMP)
  • Trend Micro shows way to hack RF-controlled industrial machines (ITW); Trend Micro’s Researchers-Hackers Take Control Of Giant Construction Cranes (Forbes); Trend Micro Research Uncovers Security Risks Facing Connected Industrial Machinery (FP); Trend Micro and Tesla Partner for Automative Security Competition (MO)
  • Koh Young Technology Highlighting Expanded Inspection Capabilities at IPC APEX EXPO 2019 (iconnect)
  • TCI’s “integrated bioscience design” (IBD) come up with proprietary ingredients to differentiate itself across a product line addressing everything from sleep promotion and weight loss to countering depression and skin ageing. (Forbes)
  • Samsung Publishing Co., which owns a 25 percent stake in the producer of the “Baby Shark” viral YouTube song, surged by the 30 percent daily limit (Bloomberg)
  • Kakao Mobility’s woes over carpooling service expected to linger (Investor)

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

  • Sale of WeChat accounts prompts concern over fraud (Technode)

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

  • Apple will likely tackle these three big healthcare challenges next (FastCo)
  • ‘They Own the System’: Amazon Rewrites Book Industry by Marching Into Publishing; The retail giant, the world’s largest public company, commands an unrivaled customer base for the books, e-books and audiobooks it publishes (WSJ)
  • Alexa gets a professional ‘newscaster’ voice for reading the day’s news (TC); How Alexa knows the difference between a breaking window and a wine glass (CNN)
  • After four years, Microsoft may unveil HoloLens 2 next month (TNW); Microsoft Target Lifted as Morgan Stanley Touts Software Stocks (Bloomberg)
  • Nvidia refocuses on PC graphics competition (Digi Times)

Asia Tech & Innovation Trends

  • China’s push for technology self-reliance faces reality check, says economist; Large number of key component suppliers to Chinese tech companies are foreign (SCMP)
  • How blockchain can save Chinese bike-sharing firms from the pitfalls of selfishness (SCMP)
  • EVs and online marketplaces thrive despite slump in Chinese car sales (TC)
  • Instamojo raises $7M to help SMEs and ‘micro-entrepreneurs’ in India sell online (TC)
  • With regulatory change, Korea’s internet-only banks to see ownership shift, new players (KH)
  • Bukalapak raises new round to accelerate platform innovation (KRA)
  • Baby product review site Tell Me Baby attracts Chinese investment (AFR)
  • India’s ecommerce crackdown upends big foreign players; Walmart and Amazon braced for impact of new rules designed to aid smaller retailers (FT); India’s online sales to take $46bn hit from e-commerce curbs: PwC (Nikkei)
  • What excites me most is that we have a profitable unicorn: Rishi Khosla (Forbes)
  • Singapore’s Grab Can’t Afford to Fail Finance Test; The ride-hailing firm wants to be a regional super-app offering everything from food to insurance. So does Indonesia’s Go-Jek. (Bloomberg)
  • What Tokopedia does to ensure high quality customer relations management; Tokopedia believes that the spirit of customer service should not be limited to only the members of its customer care team (e27)
  • Indonesia’s Unicorn Charge Makes the Rupiah Tremble; The success of the country’s online retailers could be too much of a good thing if it causes the trade deficit to widen. (Bloomberg)

Global Tech & Innovation Trends

  • The New Technology Coming to a Car Near You, and How to Invest In It (Barron’s)
  • We’ve Entered a World of Digital Risk We’re Only Beginning to Understand (Barron’s)
  • Here’s How VMware Is Adapting to a Cloud World (Barron’s)
  • Byju’s Acquires Osmo for $120 Million in U.S. Education Push (Bloomberg)
  • These Two Chip Stocks Could Rise in a Semiconductor Downturn (Barron’s)
  • While its total audience may have declined from its peak in 2016, ‘Pokémon Go’ has retained a loyal core of players (FT)
  • BeMyEye acquires Streetbee, a Russian crowdsourcing and image recognition provider (TC)
  • Fiserv to Acquire First Data in $22 Billion All-Stock Deal; Transaction combines two companies that focus on payments and financial-services technology (WSJ)
  • Maybe WeWork Is Just a Real Estate Business (Bloomberg)
  • Swiss Data Backup Startup Veeam Raises $500 Million; The fundraising is the latest massive investment for a data management company. (Bloomberg)
  • Yelp Investor Says Shares Could Almost Double, Urges Changes (Bloomberg); Yelp investor SQN says shares could surge to $55-$65 (Reuters)
  • As Auto Makers Embrace AI, CIOs Become Team Players (WSJ)
  • Japanese and Israeli Business Leaders Collaborate on AI-Powered Industry 4.0 ; International Partnership Will Develop AI Applications Such as Industrial Vehicles (PRNW)
  • IAC sues Tinder co-founder, escalating fight over valuation (Reuters)
  • Riding the RV revolution, Outdoorsy fuels up with $50 million in fresh funding (TC); Irwin Jacobs Defends Qualcomm Licensing; Testimony spans CDMA, 3G, and LTE eras (EE Times)
  • Semiconductor leaders see combined market share swell; the top-5 semiconductor suppliers accounted for 47% of the world’s semiconductor sales in 2018, up 14pp from 10 years earlier. (Digi Times)

Life

  • Hermann Hesse on Solitude, the Value of Hardship, the Courage to Be Yourself, and How to Find Your Destiny (BP)
  • Samuel Andrews: The Man With the Billion Dollar Ego (FS)
  • John C. Bogle, Founder of Vanguard Group, Dies at 89; Bogle’s campaign to cut fees put him squarely into a U.S. tradition of iconoclastic discounters (WSJ); Bogle gave individual investors the power to triumph over Wall Street; A chance discovery in 1949 led the Vanguard Group founder to champion shareholders as his life’s purpose (MW)
  • Bill Gates: The Best Investment I’ve Ever Made (WSJ)
  • Being Of Service In Whatever You Do (LinkedIn)
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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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