H.E.R.O.’s Journey in Tech (26 April 2019) – Microsoft Surpasses $1 Trillion Valuation

H.E.R.O.’s Journey in Tech (26 April 2019) – Microsoft Surpasses $1 Trillion Valuation


  • US adds Pinduoduo to list of counterfeit facilitators (Nikkei); Pinduoduo founder calls for openness in e-commerce as battle with Alibaba and JD.com escalates (SCMP); Pinduoduo’s struggles are like ‘Yao Ming in elementary school’: CEO (Technode)
  • Meituan unites with small ride-hailing players to take on Didi (KRA)
  • Live streaming app Inke turns on parental controls (KRA)
  • Terumo has grown rapidly in the Chinese market in recent years, selling guidewires, catheters and other interventional products, but not coronary stents (MTI)
  • Nintendo Tie-Up Hints At Tencent’s New Strategy For Gaming In China (Forbes); Nintendo: flipping out; Obstacles ahead even with a rumoured cheaper version of Switch to come (FT); Nintendo Moves Toward Highly Anticipated Mario Kart Tour Release (Bloomberg); Nintendo Disappoints With Tepid Outlook, No Date for New Switch (Bloomberg)
  • Innodisk with Uncompromising AIoT Solution for the Medical Field (PRNW)
  • Vitrox 1Q profit up 16%, declares 4 sen dividend (Edge)

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

  • Alibaba’s B2C platform Tmall aims to double sales volume by 2021 (KRA)
  • Samsung looks to diversify with $116bn bet on logic chips (Nikkei)
  • SoftBank and Google parent tie up on flying 5G stations for phone services using balloons and drones (JT)

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

  • Amazon’s best weapons are sprawl and usefulness (Reuters)
  • Amazon raises stakes for rivals with one-day delivery goal after profit surge (Reuters)
  • Amazon’s Supercharged Growth Is Gone (Bloomberg)
  • Microsoft Surpasses $1 Trillion Valuation (Bloomberg)

Asia Tech & Innovation Trends

  • China’s dating apps are experimenting with livestreamed matchmaking (TNW)
  • China’s New Nasdaq-Style Exchange Is Almost Ready, But Where Are The Unicorns? (Forbes)
  • China’s e-commerce start-ups lose favour with private equity funds as Beijing-backed chip makers steal their thunder, study finds (SCMP)
  • Founder Ren Zhengfei says Huawei should learn from Apple – and set higher prices (SCMP)
  • Indonesian live auction platform WowBid raises USD 5 million (KRA)
  • Grocery delivery startup Honestbee is running out of money and trying to sell (TC)
  • AI-powered NeuroTags helps businesses eliminate counterfeits of their products from the market (e27)

Global Tech & Innovation Trends

  • SalesLoft nabs $70M at around $600M valuation for its sales engagement platform (TC)
  • Online learning startup Coursera picks up $103M, now valued at $1B+ (TC)
  • Walmart unveils an AI-powered store of the future, now open to the public (TC)
  • Disney Stock Is Rising Because It Might Buy Comcast’s Hulu Stake (MW)
  • Government innovation in cloud drives another strong quarter for ServiceNow (Diginomica)
  • Visualization Startup Hover Just Raised Another $25 Million To Digitize Home Renovation Planning (Forbes)
  • Can Uber ever make money? A ride back through history offers sobering lessons (Economist)
  • Grubhub profit better than expected, shares soar (Reuters)
  • Slack Finds New Ways to Fit In at the Office, Ahead of Stock Debut (Bloomberg)
  • Uber Aims for an IPO Valuation of as Much as $90 Billion (Bloomberg)



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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