H.E.R.O.’s Journey in Tech (6 April 2019) – Adobe’s growth to be fuelled by AI + 20 Ideas That Changed My Life

H.E.R.O.’s Journey in Tech (6 April 2019) – Adobe’s growth to be fuelled by AI + 20 Ideas That Changed My Life

Companies

  • Online travel booking agency Webjet believes there will be plenty of growth in the B2B WebBeds business in 10 years time (Australian)

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

  • Samsung warns its profits will drop 60% as smartphone demand slumps (CNN); Samsung profit plunge exposes smartphone king’s deeper problems; Excessive ambition, high costs and leadership void make it harder to fend off rivals (Nikkei)

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

  • Amazon’s Whole Foods price cuts aim to build a ‘Costco-like’ relationship with Prime members (MW)
  • Amazon Go Faces Unlikely Challenge From Checkout-Free Startup (Bloomberg)
  • Apple Plus – brand versus subscription (BE)
  • Apple Music’s U.S. subscriber count overtakes Spotify: source (Reuters)
  • Microsoft ‘s partnership with Adobe to better integrate its sales and marketing software will enable the technology giant to compete with Salesforce (Barron’s)
  • 3 Reasons Apple and Disney Won’t Dethrone Netflix in Streaming, According to an Analyst (Barron’s)
  • Google Could Learn a Lot About You From Its New Gaming Platform (Medium)

Asia Tech & Innovation Trends

  • KDDI set to launch smartphone payment service, joining rivals SoftBank and Docomo (JT)
  • Panasonic makes first foray toward Indian EV charger network (Nikkei)
  • Korean companies ready to exploit early adoption of 5G network; Retailer Shinsegae, amusement park Seoul Land go ahead for AR, VR services (Nikkei)
  • Fast but patchy: Trying South Korea’s new 5G service; Reliability problems cloud benefit of quicker download speeds (Nikkei)
  • Taiwanese travel startup KKday gives local tours a global reach; Millennials drawn to last-minute bookings and on the ground tips (Nikkei)
  • Oyo to launch hotel business in Japan; Indian unicorn announces joint venture with SoftBank (Nikkei)

Global Tech & Innovation Trends

  • Adobe’s growth to be fuelled by AI (Star)
  • Boomplay, a Spotify-style music and video streaming service for African music and Africa, raises $20M (TC)
  • Austria’s AI Brain Has a Plan to Take Down Waymo and Tesla (Bloomberg)
  • Lego’s hopes new programmable robotics kit will see use in classrooms (JT)
  • Fashion Resale Marketplace Poshmark Reportedly Eyeing IPO (CB)
  • Firewall Leader Set to Expand; Palo Alto became a leading cybersecurity provider with its next-generation firewall appliance, forever altering the requirements of this essential piece of networking security (Morningstar)
  • Payment `Disruptors’ Are Beating FAANG, Morgan Stanley Says (Bloomberg)

Life

  • Trauma and How to Overcome It (TSOL)
  • 20 Ideas That Changed My Life (SN)

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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