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H.E.R.O.’s Journey in Tech (1 February 2019) – What Will Software Look Like Once Anyone Can Create It? + Almost 30% of Go-Jek, 5% of Grab e-hails in Indonesia are fraudulent

H.E.R.O.’s Journey in Tech (1 February 2019) – What Will Software Look Like Once Anyone Can Create It? + Almost 30% of Go-Jek, 5% of Grab e-hails in Indonesia are fraudulent

Companies

  • Fanuc posts 42% profit drop on China machinery orders plunge; October-December results suffer as trade war rages on (Nikkei)
  • Uniqlo rival Zozo sees 1st profit decline as tailor-fit strategy flops; CEO Maezawa’s ambitions fall to earth as shoppers snub polka-dot measurement suit (Nikkei); Zozo’s ceo is apologizing for the failure of its much-hyped zozosuit fitting system (qz)
  • Japan’s Nintendo, Line developing ‘Dr. Mario World’ mobile game (Reuters)
  • ASE Technology is gearing up for the arrival of 5G. The synergy combining the group’s IC ATM expertise with Universal Scientific Industrial Shanghai’s (USI) specialization in module-level manufacturing services will help grow its business in the 5G field (Digitimes)
  • Innodisk has launched comprehensive M.2 solutions for embedded expansions; The M.2 form factor is instrumental for the next generation IoT applications as more and more platforms are adopting it as their main port (PRNW)
  • Mindtree not in talks to buy out biggest shareholder VG Siddhartha: CEO (Forbes)
  • InfoEdge Infuses 28 Crore into NoPaperForms (SI)
  • Shorts circle NextDC; NextDC’s chief executive Craig Scroggie’s (now private) Instagram account began doing the rounds in the market: Scroggie hopping on and off private jets; in flashy cars; on a golf course. (AFR)

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

  • How WeChat is changing China’s travel bug (SCMP)

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

  • With almost a billion users, 90+% loyalty rate, 95% satisfaction, 120 million paid subscriptions and 75 million new users/yr, the analysis of Apple as a services company is becoming interesting. (Asymco)
  • Amazon Mystery: Where Did the Growth Go? Higher margins are great, but it’s not exactly what investors have been paying for. (Bloomberg)
  • Microsoft Forfeits Most-Valuable Crown to Amazon (Bloomberg)

Asia Tech & Innovation Trends

  • China’s P2P lending sector a ‘disaster zone’ of fraud: government official (Technode)
  • Korea puts forth new ways to support new media startups (Investor)
  • South Korea pins hopes on start-ups to power economic growth; Tough regulation and low levels of investment hold back emergence of new technologies (FT)
  • Almost 30% of Go-Jek, 5% of Grab e-hails in Indonesia are fraudulent, study claims (Reddit)
  • Explainer: What are India’s new foreign direct investment rules for e-commerce? (Reuters); Amazon removes numerous products from India site as new e-commerce rules bite (Reuters)
  • Banking royal commission: Regtech software a pathway for post-Hayne compliance (AFR)

Global Tech & Innovation Trends

  • Venmo is finally venmo-ing big revenue to its less cool parent (qz)
  • ‘Mind reading’ technology poses ethical questions; Advertisers or employers could exploit individuals’ neural signals for own gain (FT)
  • What Happens When a Startup Goes Bust (Fortune)
  • Executive at Wirecard suspected of using forged contracts; Internal presentation pointed to possible ‘falsification of accounts’ (FT)
  • What Will Software Look Like Once Anyone Can Create It? (HBR)

Life

  • Value investing is long on virtue but has been short on reward; Value indices can seem like dumping grounds for problem industries (Economist)
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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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