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H.E.R.O.’s Journey in Tech (15 February 2019) – Trend Micro Reports Highest Annual Net Sales in Company’s History for Fiscal Year 2018 ; US. negotiating multibillion-dollar fine with Facebook

H.E.R.O.’s Journey in Tech (15 February 2019) – Trend Micro Reports Highest Annual Net Sales in Company’s History for Fiscal Year 2018

Companies

  • Chinese surveillance camera supplier Hikvision posts slowest profit growth in a decade (SCMP)
  • Trend Micro Reports Highest Annual Net Sales in Company’s History for Fiscal Year 2018 (BW)
  • Japan’s Nidec to double China capacity for electric-car motors (Nikkei)
  • Nintendo Unveils New Mario, Zelda Games in Bid to Boost Switch; The big franchise names were among 18 titles announced (Bloomberg)
  • Kakao’s operating profit plummets in 2018 (Investor)
  • Higher US interest rates boost Computershare profits (AFR)
  • Inari to benefit from business uptick due to coming 5G rollout (Edge)

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

  • Alibaba buys 8% of Bilibili (TIA)
  • Ant Financial acquires UK payments firm WorldFirst to advance its global expansion (SCMP)
  • Alipay accepted at over 3,000 Walgreens drugstores in the US amid overseas push by China payments firm (SCMP)
  • Canadian food delivery startup partners with Alipay to launch food ordering mini-program (Technode)

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

  • Berkshire trims Apple stake, adds Suncor and Red Hat, exits Oracle (Reuters)
  • US. negotiating multibillion-dollar fine with Facebook – report (Reuters)
  • Amazon’s Alexa wants to ease your ‘cognitive overload’ (Age)
  • Google’s AI plan to understand everything about humans can go wrong: expert (Investor)
  • Amazon launches UPI payments in India, taking on Paytm, Walmart and Google (Forbes)
  • Gates Foundation Trust Sells Berkshire, Microsoft Stock (Barron’s)
  • Chipmaker Nvidia falls from ranks of tech darlings; Sale of stake by SoftBank’s Vision Fund comes as group hit by end of cryptocurrency boom (FT); Nvidia full-year sales outlook tops analyst views; shares rise; Nvidia has entered into newer growth areas such as data centers and self-driving cars as it looks beyond its bread-and-butter business of selling chips that enhance video games graphics (Reuters)
  • Everything still to play for with AI in its infancy; IBM and Google’s differing approaches highlight extent to which field is wide open (FT)

Asia Tech & Innovation Trends

  • How will China’s internet economy develop further? (Part two) (KRA)
  • China’s Didi reportedly lost a staggering $1.6 billion in 2018 (TC)
  • PEFs face trouble exiting from indebted pay TV provider (Investor)
  • Australia’s Canva Has Become A Unicorn By Bringing Online Design Tools To The Masses (Forbes)
  • Crossover: A software sweatshop (Forbes)

Global Tech & Innovation Trends

  • Can Europe’s Latest Tech Darling Keep It Up? Adyen has become one of the continent’s biggest success stories since going public, but investors may be betting on a best-case scenario. (Bloomberg)
  • How AI is protecting us from phone-wielding drivers (e27)
  • Pinterest founder Ben Silbermann on creating the anti-social media platform (CNN)
  • The Increasingly Crowded AI Unicorn Club (CBI)
  • Prominent investors stock up on eBay, then activists flex muscle (Reuters)
  • Big Tech’s banking foray on regulators’ radar (Reuters)
  • The AI That Can Write a Fake News Story From a Handful of Words (Bloomberg)
  • Software Update Aims to Keep Drones Away From Airports (Bloomberg)
  • AI Redefines Healthcare (hvst)

Life

  • Lee Kum Kee oyster sauce dynasty flies up Forbes Hong Kong rich list but can’t touch Li Ka-shing’s fortune (SCMP)
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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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