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H.E.R.O.’s Journey in Tech (2 March 2019) – Designing with, not for manufacturing; Altium 365 cloud-based platform looks to make collaboration between designers, suppliers and manufacturers easier + Death of the defensive stocks will reshape investor portfolios

H.E.R.O.’s Journey in Tech (2 March 2019) – Designing with, not for manufacturing; Altium 365 cloud-based platform looks to make collaboration between designers, suppliers and manufacturers easier + Death of the defensive stocks will reshape investor portfolios

Companies

  • The Netflix of China Might Just Be Wishful Thinking (Barron’s)
  • China Animation Appetite Draws Pioneers Back to Bilibili Board (Bloomberg)
  • AI may solve Meituan’s offline headaches (Technode)
  • KKR, China’s Tencent Music eyeing bids for Universal Music – sources (Reuters)
  • Tokyo Electron Sees Potential Mid-Year Chip Rebound (Bloomberg)
  • Trend Micro signs agreement with NISC to share threat information (TO)
  • Bandai Namco Holdings Outlines Company’s April Reorganization (ANN)
  • Zuken Introduces New Solution for 3D Harness Design Optimization (iconnect)
  • Designing with, not for manufacturing; Altium 365 cloud-based platform looks to make collaboration between designers, suppliers and manufacturers easier. (NE)

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

  • Alipay teams up with Canadian cross-border payment firm SnapPay to expand mobile payment reach (Technode)
  • Alibaba lets Chinese tourists preorder Japan shopping sprees; Partnership with Laox offers duty-free service as visitor spending tops out (Nikkei)

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

  • Facebook says that Workplace now has 2M paying users (TC)
  • Cook Says Apple Is ‘Rolling the Dice’ on Future Products (Bloomberg)

Asia Tech & Innovation Trends

  • Ride hailing platforms under spotlight as China’s transport watchdog slams ‘one sided’ pursuit of traffic, subsidies to achieve growth (Star)
  • China Finalizes Rules for New Technology Exchange in Shanghai (Bloomberg)
  • After picking up $1.5b from SoftBank, Chinese car trading site Chehaoduo says it’ll spend $300m on advertising; After the fundraising, Chehaoduo will be valued above $9 billion. (KRA)
  • Legaltech and the law: How tech will change the practice (BT)

Global Tech & Innovation Trends

  • Cybersecurity companies look to artificial intelligence as they struggle to find human workers (MW)
  • E-Commerce Success Is Killing The Economics Of Cheap Home Delivery (Forbes)
  • Lyft IPO to test investor appetite for founder-controlled tech companies (CNN); Lyft’s IPO filing shows surging revenue, widening losses (Reuters); How Do Lyft and Uber Help Insure Its Millions of Drivers? Build Their Own Insurance Companies (Bloomberg); Lyft Confirms What We Know and What We Don’t; How big is the market for ride-hailing services? How great is the true demand? The answers are elusive. (Bloomberg); Lyft Touts Growth to IPO Investors as Losses Near $1 Billion (Bloomberg); Lyft’s Risk Factors Are the Stuff of IPO Dreams — Bad Ones (Bloomberg)
  • “We have a new era, driven by one major trend, which we wrongly call AI-artificial intelligence. I like to call it artificial stupidity.” (Barron’s)
  • The New Foldable Phones Could Be the Next Big Thing (Barron’s)
  • The future of sports: How Adidas uses technology to stay ahead (FastCo)

Life

  • Death of the defensive stocks will reshape investor portfolios (AFR)
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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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