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H.E.R.O.’s Journey in Tech (14 May 2019) – How to Increase Your Personal Agency

H.E.R.O.’s Journey in Tech (14 May 2019) – How to Increase Your Personal Agency

Companies

  • Tencent Music profit beats as paid subscribers grow (Reuters)
  • Zoom Video Analysts Like Its Growth But Caution on Valuation (Bloomberg)
  • Taiwan’s Foxconn readies chip boss to succeed Gou as chairman – sources (Reuters)
  • Greatech Technology Bhd, an industrial automation solutions provider, aims to raise RM73.05mil from its initial public offering (IPO (Star)

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

  • Alipay now serves over 300,000 merchants in Japan (KRA)

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

  • Microsoft’s Cloud Business Is Closing In on Amazon Web Services, Analyst Says (Barron’s)
  • Apple revamps its TV app ahead of streaming service launch (Reuters)
  • Netflix Bull Says ‘Bulletproof’ Service Can Handle Disney+ Challenge (Bloomberg)

Asia Tech & Innovation Trends

  • China AI cancer diagnosis start-ups face capital shortage; Stricter licensing regime makes it tougher to commercialise medical tech (FT)
  • China’s regulator urges brokerages to monitor investors’ funding needs to trade on Nasdaq-style market; Retail investors must meet minimum investment threshold of US$72,900 to trade stocks on the new board, which is likely to debut in the middle of this year (SCMP)
  • TikTok’s overseas issues (TN)
  • China’s Leshi on verge of delisting as debts pile up (Nikkei)
  • US reveals tariffs on $300bn of Chinese goods, including phones; Asian tech companies prepare to initiate contingency plans (Nikkei)
  • KDDI rolls out new ‘price down’ smartphone plans for Japan amid government push for lower rates (JT)

Global Tech & Innovation Trends

  • ServiceNow acqui-hires mobile analytics startup Appsee (TC)
  • Mailchimp expands from email to full marketing platform, says it will make $700M in 2019 (TC)
  • Slack aims to be the most important software company in the world, says CEO (TC)
  • ADT Stock Tanks Because Google Is Helping People Manage Their Own Home Security (Barron’s)
  • The Web’s All-Seeing Eye: This Startup Is Getting In On Google’s Game By Searching A Trillion Facts (Forbes)
  • A senator wants to ban video games like Candy Crush from offering ‘loot boxes’ in-app purchases (CNN)
  • Shopify Stock Is Falling After an Analyst Said Bullish Targets Are Already Priced In (Barron’s)
  • Uber Is a Market Bellwether for All the Wrong Reasons; The point when investors start demanding profits from money-losing tech companies would mark the end of low inflation. (Bloomberg)
  • Pinterest’s Surge Triggers Cautious Reviews From Wall Street (Bloomberg)

Life

  • Podcast #507: How to Increase Your Personal Agency (AOM)
  • How I Built This with Guy Raz: Belkin International: Chet Pipkin (NPR)
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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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