H.E.R.O.’s Journey in Tech (Weekend Read 28-29 April 2018) – Parts maker Murata expects 23% profit jump on car demand + When Solving Problems, Think About What You Could Do, Not What You Should Do + 253 Startup Failure Post-Mortems

Companies

  • Parts maker Murata expects 23% profit jump on car demand; Smartphones also help but accounting tweak matters more (Nikkei)
  • Sony posts record operating profit for 2017 on robust semiconductor business (JapanTimes)
  • Start Today to buy back up to 10 mln shares for up to 25 bln yen (representing 3.2 percent of outstanding during the period from May 1 to June 30 (Reuters)
  • Zuken Appoints ProEDA as CADSTAR Distributor in Italy (Tenlinks)
  • Record profit at Shin-Etsu Chemical as price hikes fatten margins; Silicon wafer maker also benefited $275m from Trump tax cut ()
  • Start Today’s Online Fashion Site Zozotown Counts on Body-Scanning Tech to Rival Gap (Bloomberg)
  • Taiwan’s MediaTek suspends supplies to ZTE after US ban: World’s No. 2 mobile chip provider complies with Taipei’s regulation (Nikkei)
  • AFTER a general uptrend for years, Valuetronics drew a query from the Singapore Exchange when it plunged 25 per cent over the last two days. (BT)
  • Cyient Acquires Semiconductor Firm AnSem N.V. (PRNews)

BAT – Baidu, Alibaba, Tencent

Asia Tech & Innovation Trends

  • Taobao’s formidable rival Pinduoduo wants to sell more fruits to 300 million consumers (KRA)
  • Improving technology is the foundation of online education: Hou Jianbin, CEO of Zuoyebang (Technode)
  • Why China’s tech giants are going rural (TIA)
  • Donald Trump’s known unknowns are clouding tech hardware values (SCMP)
  • From boring to booming: Major data centre operators are ramping up, private equity funds are sniffing out deals, and retail investors are warming up to Reits owning these staid yet crucial buildings (BT)

Rogue Tech

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

  • It’s a Tech War, and It Costs a Fortune: Alphabet, Amazon, Microsoft and Facebook collectively boosted capital spending by 68 percent in the first quarter. (Bloomberg)

  • Studies show Google Assistant is still miles ahead of Alexa and Siri (TNW)
  • Amazon ad sale boom could challenge Google-Facebook dominance (Reuters)
  • Amazon Could Be a Beauty of a Mess for Personal-Care Firms (Barron’s)
  • Amazon: Glimpses of Shoeless Joe? (Damodaran)
  • Alphabet’s Brin Stresses Humility in Midst of Big Tech Backlash (Bloomberg)
  • Cable TV’s Cord-Cutting Woes Grow, Highlighting Divergence With Netflix; Charter Communications reports worsening cable TV subscribers losses, triggering selloff (WSJ)

  • Netflix Could Soon Pass Disney in Market Value (Barron’s)

Global Tech & Innovation Trends

  • Smartsheet IPO Surges 30%: That ‘Neutral Fabric’ (Barron’s)
  • DocuSign closes up 38% and Smartsheet 30% in their debuts on Nasdaq and NYSE (Techcrunch)
  • WeWork’s gross margin, which we have calculated by subtracting community operating expenses (the cost to run a WeWork office space) from total revenue, is a diminutive 8 per cent. (FT)
  • Nutanix’s Amazon Cloud Rival Delayed by Engineering Issues (Bloomberg)

Life

  • 253 Startup Failure Post-Mortems (CBI)
  • When Solving Problems, Think About What You Could Do, Not What You Should Do (HBR)
  • Why the traditional story arc is obsolete for brands: Brands need to think differently if they want to successfully shape their narrative in the age of social media (e27)
  • “A Deception Epidemic” (CFA)
  • Why setting big goals can make you miserable (Medium)
  • Business and Life Lessons from John Cleese (25iq)

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