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H.E.R.O.’s Journey in Tech (11 May 2019) – Secret of sensor giant Keyence’s super-high margin + Japan’s Google-backed AI pioneer plots a quantum leap; Analyzing retail data only scratches the surface of Abeja’s ambitions

H.E.R.O.’s Journey in Tech (11 May 2019) – Secret of sensor giant Keyence’s super-high margin + Japan’s Google-backed AI pioneer plots a quantum leap; Analyzing retail data only scratches the surface of Abeja’s ambitions

Companies

  • Zoom and Its Profits Face Analyst Scrutiny After 121% Rally (Bloomberg)
  • Momo will temporarily suspend the ability of users to post social newsfeeds on its platform between May 11, 2019 and June 11, 2019 and undertake other self-inspection measures pursuant to directives of relevant government authority (PRNW)
  • Secret of sensor giant Keyence’s super-high margin (Nikkei)
  • Delta Electronics plans to hire 7,000 employees over next 3-5 years (FT)
  • Meet The Asian E-Commerce Head Who’s Expanding Globally, But Not In China (Forbes)
  • Life360 passes first day of ASX litmus test (AFR)

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

  • SoftBank hedges bet on mobile with Yahoo deal (Nikkei); SoftBank/Vision Fund: Uberoptimistic Group remains reliant on the mature and fiercely competitive telecoms industry (FT)

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

  • In the World of Dating, All-Powerful Facebook Is Now the Underdog (Barron’s)
  • Nest, the company, died at Google I/O 2019 (ARST)
  • Netflix Signs Deal With Alibaba to Add Chinese-Language TV Show (Bloomberg)

Asia Tech & Innovation Trends

  • China’s Electric-Car Mania Draws Parallels to the Dot-Com Bubble (Bloomberg)
  • TikTok Is the New Music Kingmaker, and Labels Want to Get Paid; They’re seeking a better deal after they missed the rise of the social video platform and sold music rights for a flat fee. (Bloomberg)
  • In China, Even Healthcare for All Isn’t Enough; As the country tries to expand private insurance, its tech companies should lead the way. (Bloomberg)
  • Social selling startup Beidian raises RMB 860 million, challenges Pinduoduo (TN)
  • Shakeout looms for China’s electric car market, as 80 per cent of start-ups predicted to go under; Only 20 to 30 electric vehicle makers may survive, says Beijing Electric Vehicle Co senior executive (SCMP)
  • Japan’s Google-backed AI pioneer plots a quantum leap; Analyzing retail data only scratches the surface of Abeja’s ambitions (Nikkei)
  • Japan’s ‘information banks’ to let users cash in on personal data (Nikkei)
  • Panasonic sets $9bn sales target at new China-focused segment; Electronics maker eyes innovation hub for connected appliances (Nikkei)
  • JG Summit to pump $50m into Southeast Asian startups (Nikkei)
  • Ovo, Grab’s mobile wallet in Indonesia, introduces ‘pay later’ feature (KRA)

Global Tech & Innovation Trends

  • Zillow’s future vision ramping up fast, and it’s good news for homebuyers & sellers (TBP)
  • Silicon Valley will soon get its own stock exchange (qz)
  • Lyft’s revenues double, losses quintuple-and prospects darken; The same is likely to be true of Uber when it lists. Only more so (Economist); Uber IPO: the long ride to profitability; The billions raised from the listing will help its strategy, but how much longer can it continue without making a profit? (FT); As Uber goes public, the fight against its broken business model continues (ET); Uber’s dull thud may startle unicorn herd (Reuters)
  • American pay-television is in decline; This will have far-reaching consequences for the industry (Economist)
  • How real-estate barons have ridden the tech boom; Digitisation has created unlikely winners: real-estate barons (Economist)
  • WeWork’s starry valuation dazzles landlords, reaffirms doubters (Reuters)
  • Jumia falls sharply after Citron claims fraud; Africa-focused ecommerce site targeted by short seller (FT); Wall Street’s Silence Is Deafening as Citron Takes Aim at the Amazon of Africa (Bloomberg)
  • Marvell Doubles Down on Automotive Ethernet (EET)
  • Artificial Intelligence Detects IEDs at Military X-Ray Checkpoints (EET)
  • After Delivering 5,000% Share Jump, Ambu CEO Makes a Sudden Exit (Bloomberg)
  • Game Development Platform Unity Raising Funding at $6 Billion Valuation (Bloomberg)

Life

  • ‘Relentless focus kept me going’: Achal Bakeri, Chairman and MD of Symphony (HBL)
  • The Empty Promise of Data Moats (a16z)
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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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