H.E.R.O.’s Journey in Tech (24 July 2018) – Bandai Namco: “We want 50% of our games to be new IP”; how the Japanese publisher plans to create new brands that yield movies, toys and more + The most important question of your life: what pain do you want in your life? What are you willing to struggle for?

Companies

  • Bandai Namco: “We want 50% of our games to be new IP”; how the Japanese publisher plans to create new brands that yield movies, toys and more (GI)
  • Trend Micro launches ‘TrendSetter’ Channel Rewards Program in India (TrendMicro, APN)
  • Peak Robot? Japan Says That’s Far From Automatic; For industrial automation giants, it’s a more nuanced picture. Shares of Fanuc Corp., the biggest supplier to the companies that make and assemble handsets, have dropped almost 40 percent from their January peak. Japan’s orders from the precision equipment industry in China, the category that includes smartphone makers, plummeted by more than 60 percent in May (Bloomberg)

  • Planet, whose offerings include an electronic data interchange service for businesses partners, plans to launch the showroom facility in the Shanghai Baoshan district in 2020 (Nikkei)
  • Canon security cameras keep close eye on customer satisfaction; System offers retailers real-time analysis of emotions (Nikkei)
  • CEO of Shanghai-based Pinduoduo Inc., received at least $1 billion of stock without any performance hurdles as his e-commerce company prepares for a U.S. IPO (Bloomberg)
  • Midtier enterprises that support Taiwan’s growing semiconductor business with one-of-a-kind technologies are thriving. eMemory Technology, a fabless company that makes money by licensing memory-chip-related patents, provides technology for fingerprint recognition on smartphones. Its earnings before interest and taxes, or EBIT, nearly tripled over the past five years. eMemory boasts a 44% net margin, highlighting the added value it provides (Nikkei)
  • Naver, Kakao expand AI music platforms. Kakao, an operator of the nation’s largest messaging app Kakao Talk, is also seeking to take the lead in the music market by merging with Kakao M, the firm’s entertainment affiliate operating music-streaming service Melon. The firm plans to complete the merger in September. Joh Su-yong, co-CEO of Kakao, said the merger is aimed at strengthening its entertainment content based on Melon’s 4.65 million users. “Combining Kakao Talk with Melon will create new experiences in music consumption,” he said in May when announcing the decision. (Korea Times)
  • Online retailer Kogan.com expects earnings to rise more than 90 per cent in 2018 after new products and services lured more customers to its site, boosting revenues more than 40 per cent. (AFR)

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

  • Alibaba’s Ele.me goes on 3 billion yuan summer spending spree to fight competition (Reuters); Ele.me steps up investments as on-demand delivery battle with rival Meituan-Dianping intensifies (SCMP)
  • Alibaba joins US$600 million fundraising round for AI start-up Megvii, sources say (SCMP)
  • Chinese Consumers to Get WebMD Content via WeChat; Tencent will translate and adapt the content for Chinese audiences, as well as focus on diseases that are more prevalent in China (WSJ)
  • SoftBank Plans Payments Service for Japan by Year-End (Bloomberg)
  • Samsung’s entry into AI speaker market will wake up rivals such as Kakao, Google and Amazon (SCMP)

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

  • It’s Apple vs. Amazon in the Race to $1 Trillion (Bloomberg)
  • Why Amazon Wants to Get Into Financial Services (Barron’s)
  • Google Gives Investors a Reason for Short Memories; Alphabet keeps its foot on the revenue pedal as spending slows. (Bloomberg)
  • YouTube TV Shows Tough Economics of Skinny Bundles (The Info)
  • Netflix Bull Battles Bear in Debate Over Cash Burn, Competition (Bloomberg)

Asia Tech & Innovation Trends

  • China’s mobile payment platforms are transforming online marketing (Technode)
  • Huawei aims to launch world’s first folding smartphone; The priority of the Chinese tech giant is to beat rival Samsung to market (Nikkei)
  • Tujia buddies up with SiteMinder to improving homestay management for overseas hosts (Technode)
  • Investors in the Thai e-commerce market are struggling to find their footing, trying to differentiate value propositions and realising the segment requires a large amount of capital (BP)
  • Uber’s Indian rival Ola is aiming for an IPO in 3-4 years (Techcrunch)
  • Unilever Ventures-backed Milkbasket is reaping dividends for staying focused. But can this hyperlocal grocery startup crack the twin challenges of scale and rising competition? (Forbes)
  • Greensill provides businesses in industries from telecommunications to manufacturing with working capital based on their invoices, allowing them to be paid faster and fulfil the work, without shortening payment terms for buyers. (AFR)

Global Tech & Innovation Trends

  • Third Point Takes PayPal Stake, Sees Shares Hitting $125 (Bloomberg)
  • Eventbrite is reportedly going public in the second half of this year (Techcrunch)
  • Sonos/smart speakers: Sonic the hedged slog; Company hopes the Sonic Internet is more competitive than the legacy internet (FT)
  • Tesla’s Cash-Back Request Sends a Worrisome Message (Bloomberg)

Life

  • The most important question of your life: what pain do you want in your life? What are you willing to struggle for? (Mark Manson)
  • In Alibaba’s early days, Jack Ma never hired the best candidates for the job. Here’s why. (TIA)
  • These 20 Pictures Will Teach You More Than Reading 100 Books (Medium)

2 thoughts on “H.E.R.O.’s Journey in Tech (24 July 2018) – Bandai Namco: “We want 50% of our games to be new IP”; how the Japanese publisher plans to create new brands that yield movies, toys and more + The most important question of your life: what pain do you want in your life? What are you willing to struggle for?”

Leave a Reply

Your email address will not be published. Required fields are marked *