H.E.R.O.’s Journey in Tech (9 April 2018) – TOCALO (TSE: 3433) Fiscal 2nd Forecast: Thermal spraying process is in the best condition due to the demand for capital investment with robust processing for the semiconductor and FPD fields. PVD processing for automotive parts cutting tools was also solid

Companies

  • TOCALO Co (TSE: 3433): Fiscal 2nd Forecast: Thermal spraying process is in the best condition due to the demand for capital investment with robust processing for the semiconductor and FPD fields. PVD processing for automotive parts cutting tools was also solid. Overseas factories expanded, and overseas subsidiaries also contributed fully. (Kabutan)
  • Samsung Profit Climbs to Record on Strong Memory-Chip Demand (Bloomberg)
  • Hong Kong’s Most Painful Short Keeps on Breaking Record Highs; Investors shorting Kingdee International Software Group Co. are feeling the pain as they watch the shares soar to a record. (Bloomberg)
  • Rakuten’s Reality Check; Going it alone will require significant capital expenditure. (Bloomberg)
  • Tesla Gives Panasonic an Electric Shock; The Japanese company’s reliance on its U.S. customer is a weakness. (Bloomberg)

Asian Tech & Innovation Trends

  • China Now Has the Most Valuable AI Startup in the World (Bloomberg)

  • China orders four news apps to stop downloads (Nikkei)
  • Pinduoduo: The $1.5B Startup Challenging E-Commerce Giant Alibaba In China’s Towns And Villages (Forbes)
  • Xiaomi CEO’s rather counter-intuitive success formula: don’t be greedy (SCMP)
  • China’s video app to add 3,000 content reviewers, Communist Party members preferred; Kuaishou is seeking to clean up its online content by recruiting content reviewers after being criticised by China’s media watchdog agency (SCMP)
  • When bricks and mortar meet hi-tech: Evergrande’s US$15.9billion fare on the technology bandwagon (SCMP)
  • China joins HK-U.S. battle for Chinese tech listings (Reuters)
  • Forget the Trade War. China Wants to Win the Computing Arms Race (Bloomberg)
  • China’s gift to big technology (Reuters)
  • Korea becomes largest semiconductor equipment market in 2017, says SEMI (Digitimes)

Rogue Tech

  • Australian tech wreck Yuuzoo under Singapore police investigation (TheAge)
  • Longfin’s Wild Crypto Ride Goes Beyond Any Short Seller Attack (Bloomberg)

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

  • Popular Apps Are Leaving the Apple Watch (Slate)
  • Google’s smart assistant learns to shop locally (TheAge)
  • Aswath Damodaran On The Past And Future Of Facebook, Amazon, Google And Other Tech Giants (ValueWalk)

Global Tech & Innovation Trends

  • Spotify’s Market Cap Shows Just How Powerful Apple Really Is (Forbes)
  • Spotify’s $26 Billion Value Is Hard to Put Your Finger On; Intangible assets present real difficulties for financiers and accountants. (Bloomberg)
  • Bill Miller Scored Big On Google’s 2004 Listing: Here’s What He Thinks About The Spotify IPO (Forbes)
  • Etsy Is Reining In Brick-and-Mortar Ambitions, Alienating Sellers; The handmade marketplace has dialed back support for Etsy Wholesale, which helped sellers place their wares in retail stores like Macy’s (Bloomberg)
  • Adidas to close stores in online push: CEO in Financial Times (Reuters)
  • TomTom Bets It’s Found a Way to Deal With Slow Death of Sat Nav (Bloomberg)
  • Understanding RegTech Opportunities and Risks for Legal Services (BigLaw)
  • Duolingo Suddenly Has Over Twice As Much Language Learning Material (FastCo)
  • The Future Of The Factory: How Technology Is Transforming Manufacturing (CBI)

  • Where Auto Giants Are Placing Their Connected Car Bets (CBI)

Life

  • From Radio Ambulante To Adonde Media: Why This Latina Is Building A Podcasting Empire (Forbes)

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