H.E.R.O.’s Journey in Tech (3 April 2019) – Kudan is developing programs that enable computers to perceive real-world objects in three dimensions. They have uses in everything from driverless cars to drones and even vacuum cleaners + The Model Thinker: What You Need to Know to Make Data Work for You

H.E.R.O.’s Journey in Tech (3 April 2019) – Kudan is developing programs that enable computers to perceive real-world objects in three dimensions. They have uses in everything from driverless cars to drones and even vacuum cleaners + The Model Thinker: What You Need to Know to Make Data Work for You

Companies

  • Bilibili launches $621 million offering, as China techs tap markets after IPOs (Reuters)
  • Goldman-Backed Chinese Online Pet Store Boqii Plans IPO (Bloomberg)
  • Kudan is developing programs that enable computers to perceive real-world objects in three dimensions. They have uses in everything from driverless cars to drones and even vacuum cleaners. It works with other technologies such as artificial intelligence to enhance the autonomous and interactive experience (Bloomberg)
  • Cyber Agent Launches Online Polling Service for Bicycle Racers, and Opens a Bicycle Channel on “AbemaTV” (TC)
  • Trend Micro sees big opportunity in India’s hybrid cloud security needs (FE); Trend Micro and Luxoft Partner to Secure Vehicles and Mobility Services Against Cyber-attacks (BW)
  • Toei Animation: ‘Dragon Ball’ 30th Anniversary Powers Up Major Licensing Surge (AM)
  • Dynabook plans Taiwan branch to tap Foxconn supply chain (Nikkei); Apple’s Major Supplier Foxconn Takes One for the Team; The company’s inventories kept piling up, even as iPhone sales fell. That’s the price of loyalty. (Bloomberg)
  • Machvision listed on TWSE; Machvision has joined Korea’s Koh Young and Malaysia’s Vitrox as the top-3 AOI suppliers in Asia, with the company now leading in both profitability and yield rates, according to Chairman Wang. (DT)
  • How SEA’s Shopee is using data science to take their platform to the next level (e27)

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

  • Taobao’s ‘e-commerce via live broadcast’ empire aims higher as annual turnover exceeds USD 15b (KRA)
  • Tencent follows Google into cloud gaming with ‘Start’ pilot; Chinese tech giant is testing new service in Shanghai and Guangdong (FT)

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

  • Does Apple even care about computers anymore? (qz)
  • What Apple Needs for TV+ to Succeed (Medium)
  • Netflix’s Dizzying Valuation Faces Biggest Test Yet; Disney, AT&T and Apple are coming, and this time they are really bringing the heat. (Bloomberg); Netflix looms large as theater owners assess industry future (Reuters); How Netflix decides what you want to watch (Age)

Asia Tech & Innovation Trends

  • Shanghai tech board shows fresh approach to listings by admitting loss-making chipmaker (Technode); China’s IPOs Will Be a Gamble for the First Time in Years (Bloomberg)
  • This Temasek-backed company has a strategy to help China’s state hospitals compete in the data economy; Haici is helping China’s state hospitals transition to online platform service providers (SCMP)
  • Toyota’s Cue 3 robot can’t slam dunk or even dribble, but it shoots a mean 3-pointer (JT)
  • Japan Carmakers Muddle Toward AV, MaaS (EET)
  • Video chatting app operator Hyperconnect’s Azar sales jumped 68 percent in 2018 to reach a record high, while its net profit jumped 134 percent to 17 billion won (Investor)
  • Singapore’s Biggest Online Mall Fights Alibaba With Blockchain (Bloomberg)
  • India’s Mswipe raises $30M to grow its smart point-of-sale terminal business (TC)

Global Tech & Innovation Trends

  • Okta brings identity management to server level (TC)
  • Streaming accounted for nearly half of music revenues worldwide in 2018 (TC)
  • Softbank-Backed Brain Corp. Expands Its Robot “Brain” Beyond Floor Cleaning To Autonomous Delivery (Forbes)
  • Andreessen Horowitz rides the wave of Silicon Valley IPOs (FT)
  • Care.com slumps after Best Buy suspends relationship (Reuters)
  • Startup Segment Is Worth $1.5 Billion, Thanks to Companies’ Troves of Customer Data (Bloomberg)
  • Walmart Unveils Voice-Activated, Google-Powered Grocery Shopping (Bloomberg)
  • Autonomous cars to quadruple vehicle software revenues to $1.2 trillion by 2030: Continental (Reuters)
  • Why some green investors are passing on Uber and Lyft (Reuters); Analyst slaps $42 target on Lyft – 42% below its IPO price – says buying it is a ‘leap of faith’ (CNBC)
  • Startup Taps AI to Monitor Chips; ProteanTecs’s approach spans yield and test to fault detection (EET)
  • Online catering marketplace ezCater gets another $150M at a $1.25B valuation (TC)

Life

  • The Model Thinker: What You Need to Know to Make Data Work for You Hardcover – November 27, 2018 (Amazon); Becoming a Model Thinker: My Interview with Professor and Mental Model Expert Scott Page [The Knowledge Project Ep. #55] (FS)
  • Founder Exposed: Opening Up About Startup Failures and Vulnerability (FR)

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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