H.E.R.O.’s Journey in Tech (19 April 2018) – Nidec to spend $1.8bn on M&A and capex through fiscal 2022; Labor shortage in Japan drives demand for components used in robotics + 37 Quotes On Fighting Ego, Building Character And Developing Strength & Humility


  • JustSystems (TSE: 4686) announced “JUST Office 4” integrated office software for corporations with Microsoft Office compatibility function (Biglobe)
  • Li-ion battery related stocks such as Hosokawa Micron (TSE: 6277) have been attracting institutional interest as environmental regulations of automobiles in Europe, US and China strengthen and the spread of electric vehicles (EV) is accelerating (Kabutan)
  • Nidec to spend $1.8bn on M&A and capex through fiscal 2022; Labor shortage in Japan drives demand for components used in robotics (Nikkei)
  • Monex founder outlines how Coincheck deal will redefine finance: Blockchain’s spread is inevitable and investors are on board, says Oki Matsumoto (Nikkei)
  • Murata to invest nearly $1bn in electric-car parts; Japanese manufacturer looks to diversify as smartphone demand peaks (Nikkei)
  • Ad-Sol Nissin to sign IoT solution related comprehensive contracts with Lynx Software Technologies (Reuters)
  • Bluedon – 蓝盾股份喜获国际大奖2018 InfoSec Awards (AF)
  • Smartphone maker Xiaomi tipped for Hong Kong listing; The $70bn valued Chinese company eyes mainland listing later (Nikkei)
  • MessageMedia Group, which is the biggest provider of SMS-based marketing and communications in Australia and New Zealand expects $92 million revenue and $28 million in EBITDA (AFR)
  • TSMC Growth Just Got More Expensive; Capital spending will jump as revenue slows. (Bloomberg)
  • Machvision – 牧德今創新天價 今年AOI設備銷售仍以軟板廠為主力 (Cnyes); 牧德五箭發威 前景樂觀 (UDN, Yahoo)
  • Voltronic – 旭隼:UPS市場今年回穩 (UDN)
  • Clean room specialist Acter enjoys clear order visibility through 1H19 (Digitimes)

Asia Tech & Innovation Trends

  • Rise of Xiaomi: how humble Chinese start-up became a giant poised to be 2018’s biggest IPO (SCMP)

  • The woman who wrote the video streaming standards for the internet has raised $1 million and spun her platform for virtual medical consultations out of the CSIRO. (AFR)
  • What Does Grab-Uber Deal Tell Us About Southeast Asia’s Startups? Local Knowledge Really Does Matter (Forbes)
  • The role of autonomous driving technology in India (Forbes)
  • Why Flipkart thinks it needs to win only one category to take the game away from Amazon India (Forbes)
  • This Tsinghua University-backed company wants to revolutionize the classroom (Technode)
  • Indian online insurance startup Coverfox lands $22M led by World Bank’s IFC and Transamerica (Techcrunch)
  • Ride-hailer Ola wants 1m electric cars on India’s roads (Nikkei)
  • Why Tech Titans Are Betting on India, in 14 Charts; The world’s largest internet companies are betting big on the nation of 1.3 billion, where challenges are as big as the opportunities (WSJ)

  • Online consumers in Asia buy three times more banking products than less tech-savvy peers, says McKinsey (SCMP)
  • Didi Chuxing to accept cashless payments in Hong Kong cabs for first time (SCMP)
  • China’s Xiaozhu to provide one-stop management service for flat owners in battle with Airbnb (SCMP)

BAT – Baidu, Alibaba, Tencent

  • Explainer: Ant Financial’s $150 billion valuation, and the big recent bump-up (Reuters)
  • Tencent rumored to invest 100 million in Indian fantasy sports platform Dream 11 (Technode)
  • Tencent and JD.com invest in Leshi’s smart-TV unit (Reuters)

Rogue Tech

  • shopper360’s Samuel Chan quits amid alleged misconduct probe (BT)

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

  • The FANGs vs. the BATs: Which Is More Vulnerable to a Downturn? (Barron’s)
  • Amazon’s Alexa in TVs: A Route Around Google, Says Morgan Stanley (Barron’s)
  • Amazon’s Bezos Says Company Topped 100 Million Prime Members (Bloomberg)
  • Amazon’s Jeff Bezo’s Annual Letter (SEC Edgar)
  • Netflix’s ballooning original content bill isn’t scaring investors (Quartz)
  • Facebook Plans to Build Its Own Chips as Part of Hardware Push; Effort aims to give company more control over design and development of hardware projects (WSJ)
  • Blockchain Is About to Revolutionize the Shipping Industry (Bloomberg)

Global Tech & Innovation Trends

  • Grainger’s Revival Story Winning Converts as Amazon Effect Fades (Bloomberg)
  • First Lam, Now ASML? Why People Are Worried About Chip Equipment (Barron’s)
  • ‘Hey Alexa, where’s my delivery?’ XPO Logistics unveils voice tracking (Reuters)
  • Secret of successful factual entertainment broadcasters; No one in India or the Eastern world has managed to get the factual entertainment business right (Forbes)
  • Qualcomm’s $44 Billion Purchase of NXP Has ‘Hard to Resolve’ Issues: China (WSJ)
  • Flatpack fear no more? Robot assembles IKEA chair frame (Reuters)
  • Intel closes its New Devices Group, which built the Vaunt smart glasses; The New Devices Group most recently showed off the Vaunt augmented reality glasses. (CNBC)


  • 37 Quotes On Fighting Ego, Building Character And Developing Strength & Humility (TC)
  • The Best Leaders See Things That Others Don’t. Art Can Help. (HBR)
  • 3 Lessons A $100 Million Exit Taught Me About Startup Failure And Success (Forbes)
  • Why you need to become an “elastic” thinker to succeed in today’s working world (LinkedIn)
  • What to Do When Success Leaves You Empty (Strategy@)

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