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H.E.R.O.’s Journey in Tech (22 January 2019) – Bezos vs Ambani: The Billionaire Bout That Had to Happen; The Amazon founder will be fighting the battle for Indian consumers with one hand tied behind his back; Life is dhukka; Return on Courage : A Business Playbook for Courageous Change

H.E.R.O.’s Journey in Tech (22 January 2019) – Bezos vs Ambani: The Billionaire Bout That Had to Happen; The Amazon founder will be fighting the battle for Indian consumers with one hand tied behind his back; Life is dhukka; Return on Courage : A Business Playbook for Courageous Change

Companies

  • Tencent Music stock upgraded by JPMorgan and HSBC (MBW)
  • SMS Co’s medical information company MIMS expands to US, Europe through tie-up (BT)
  • Recruit Holdings’ Job board Glassdoor, announced that it has entered the Asia Pacific with the launch of localised website and mobile apps in Singapore, Hong Kong and New Zealand. (SI)
  • Machinery maker Hiwin Technologies Co (上銀) could achieve double-digit growth in annual revenue this year, with the second half of the year likely to be better than the first half (TT)
  • Kakao Pay, KT to take part in govt’s Zero Pay (Investor)

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

  • China approves third batch of video games; still no Tencent (Reuters)

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

  • Bezos vs Ambani: The Billionaire Bout That Had to Happen; The Amazon founder will be fighting the battle for Indian consumers with one hand tied behind his back. (Bloomberg)
  • Facebook’s WhatsApp limits text forwards to five recipients to curb rumors (Reuters)

Asia Tech & Innovation Trends

  • Ad for fraud-linked medical group causes uproar on Q&A site Zhihu (Technode)
  • China’s co-working operators squeezed by a lack of funding are shutting down (SCMP)
  • US government shutdown delays 20 Chinese companies’ IPO plans (KRA)
  • China Wants to Dominate the Internet; Its new geopolitical strategy is a threat to open networks. America and its allies must respond. (Bloomberg)
  • Data sharing among ‘Fourth Industrial Revolution’ goals (Japan Times)
  • Thai virtual reality startup Infofed dips its toes in game-casting; Infofed’s plan is to build e-sports into a tourism subset and encourage a new professional workforce. (KRA)
  • Indian budget accommodation unicorn OYO enters Philippine market (KRA)
  • OVO participates in Warung Pintar’s $27.5m series B round; Founded in 2017, Warung Pintar now has 1150 kiosk partners and aims at more than 5000 by end of this year. (KRA)
  • Travelstop launches in 7 markets to expand further in Asia’s business travel sector (KRA)

Global Tech & Innovation Trends

  • Invoice finance platform MarketInvoice raises $33.5M from Barclays, Santander (TC)
  • Flexciton is using AI to help factories optimise production lines (TC)
  • Kaia Health gets $10M support for AI-powered management of chronic pain (TC)
  • The challenges of moderating online content with deep learning (TNW)
  • Intel’s Tough Act to Follow; Chip-making giant faces several challenges following record-breaking year (WSJ)
  • Meal-delivery startup Munchery shuts down after raising $125.4m (MW); Just Eat CEO Quits Without Delivering the Takeaway; Plumb is leaving before his plan to build an army of delivery drivers shows signs of paying off. (Bloomberg)
  • Tesla’s real problem is that a lot of the traditional methods for cutting those costs have been tapped (FT)
  • Cofounders Of E-Payment Service Used By Netflix and Spotify Are The Netherlands’ Newest Billionaires (Forbes)
  • Qualcomm’s Stealth Program More ADAS than AV (EE Times)

Life

  • Life is dhukka (Ascent)
  • Shares of Thailand’s top hospital operator by market value and its No. 2 airline sank after the resignation of their billionaire founder, who was banned by the country’s securities regulator for share-price manipulation (Bloomberg)
  • “Attention without feeling . is only a report.” (BP)
  • Remembering Jack Bogle and Herb Kelleher, Two Great Strategists (HBR)
  • Grit + Imagination = Success (Mission)
  • Three Traits of Mission-Driven Founders (Medium)
  • The Best Entrepreneurs Are Missionaries, Not Mercenaries (HBR)
  • The Fearless Organization: Creating Psychological Safety in the Workplace for Learning, Innovation, and Growth 1st Edition (Amazon)
  • Unlocking Creativity: How to Solve Any Problem and Make the Best Decisions by Shifting Creative Mindsets 1st Edition (Amazon)
  • Game Changers: What Leaders, Innovators, and Mavericks Do to Win at Life Hardcover – December 4, 2018 (Amazon)
  • What’s Your Competitive Advantage?: 7 strategies to discover your next source of value Paperback – December 6, 2018 (Amazon)
  • Disrupt-It-Yourself: Eight Ways to Hack a Better Business—Before the Competition Does Hardcover – January 29, 2019 (Amazon)
  • Return on Courage : A Business Playbook for Courageous Change Hardcover – January 15, 2019 (Amazon)
  • Bruce Berkowitz on Analyzing Free Cash Flow; Accounting for hidden costs in a cash flow analysis (GF)
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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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