H.E.R.O.’s Journey in Tech (6 July 2018) – Trend Micro secures Lupin’s vast IT environment + Q&A with Michael Batnick author of Big Mistakes: The Best Investors and Their Worst Investments


  • Trend Micro secures Lupin’s vast IT environment (CIO); Trend Micro CSO Warns of the Risks of Digital Extortion (eweek)
  • IHI touts automated lots to solve China’s parking crisis: Japan’s market leader sees demand for 1m new spaces each year (Nikkei)
  • Xiaomi IPO a cautionary tale for other Chinese companies: Smartphone maker hit by bad timing and a pitch that failed to gel with investors (FT); Xiaomi IPO Draws Bids at 11% Discount in Gray Market (Bloomberg)
  • Edtech firm Hujiang Education Technology targets HK IPO (KRA)
  • Dual-listed Gentrack Group passes the can around (AFR)
  • oOh!media invests in tech to deliver campaigns 24/7 (AFR); oOh!media expecting integrated out-of-home campaigns to boom (Mediaweek)
  • Mukesh Ambani Takes On Amazon, Walmart in India E-Commerce Slugfest (Bloomberg); India’s richest man fights Amazon with mom-and-pop shops: Mukesh Ambani’s Reliance Industries tries bridging physical retail and mobile (Nikkei)

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

  • Southeast Asia becomes a target for China technology companies but is a tough nut to crack. The region, home to some 655 million people in 11 countries, has become an investment hotbed for major hi-tech players like Alibaba, Tencent and JD.com (SCMP)
  • Intel Signs On As Tech Partner For Baidu’s ‘Apollo’ China Robot Car Alliance (Forbes)
  • Alibaba’s Currency Clobbering Looks Like a Buying Opportunity (Barron’s)
  • Tencent Music looking to list in the U.S. as early as the 6th of July (KRA)
  • Samsung Gritting Its Teeth Spells Pain for Korea; Chaebol reform is like a visit to a backstreet dentist. (Bloomberg); Samsung’s end of record-earnings streak: Prices of NAND memory, used to store photos and music on devices, has fallen more than expected in recent months; DRAM, is likely to face 10% to 15% price declines after this year (WSJ)

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

  • 5 Lessons from PillPack’s Sale to Amazon (Hackernoon); Amazon takes a big step into online pharma: Its PillPack acquisition heralds an industry shake-up (Economist)
  • Can Netflix Beat Bollywood? Reed Hastings looks to India, which boasts more than 150 million people with broadband access. (Bloomberg)

Asia Tech & Innovation Trends

  • Chinese technology stocks fall to lowest in 43 months ahead of deadline for US tariffs (SCMP)
  • Got Shares in a Blockbuster IPO? Dump Them, Quick: Prices overwhelmingly decline after day one. Around 60 percent of shares decline between six months and one year after IPO, a timeline that coincides with the end of many lock-up period (Bloomberg)

  • Taiwan’s travel experience e-commerce platform KKday raises funding from Alibaba to expand to China (e27)
  • How Grab built a platform to conduct experiments more effectively (TIA)
  • Indonesian conglomerates-backed tech fund to be launched in six months: minister (Reuters)
  • PayU: On the money; Eighteen months after buying out rival Citrus in India’s biggest fintech deal, Naspers-owned PayU turns India into its biggest market globally, and claims to be on the road to cash profits (Forbes)
  • Australia leads whole wide world in batteries as market set to soar (AFR)

Global Tech & Innovation Trends

  • Why VMware Needed to Cover Dell’s Tab: Software maker’s independence is worth the price of financing Dell’s tracking stock bid (WSJ)
  • Nasdaq CIO Puts AI to Work: Nasdaq’s AI systems can write certain financial reports and help detect potential fraud such as insider trading and spoofing, where traders enter large buy or sell orders in attempts to manipulate markets. (WSJ)
  • The Airbnb challenger you’ve never heard of (by name); Glenn Fogel, CEO of Booking Holdings, has intensified competition-and verbal jousting-with rival Airbnb. (Wired)
  • Match Group: Investors Keep Swiping Right (Which Is Bad) (Barron’s)
  • Intel’s Mobile Failure a $17B Mistake, Says New Street Research (Barron’s)
  • Smart TVs in millions of US homes track more than what’s on tonight (AFR)


  • 29 Life-Changing Lessons That Will Make You Successful And More Strategic (Medium)
  • Q&A with Michael Batnick author of Big Mistakes: The Best Investors and Their Worst Investments (AR)
  • Your company’s culture is not unique, psychologist Adam Grant says; Also: Stop hiring for “culture fit.” You’re just hurting your business in the long run, Grant says. (Recode)
  • The secrets of staying power: How the best brands came to be recognized around the world (Forbes)
  • History’s biggest firms: What 19th-century opium dealers and 1970s telecoms monopolies can teach Silicon Valley (Economist)
  • The fashion for agile management is spreading: Executives need to be a cross between Spider-Man and Simone Biles (Economist)
  • Immeasurably Important (Morgan Housel)

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