H.E.R.O.’s Journey in Tech (16 November 2018) – Koh Young Technology Reports Record-Breaking Q3 Revenues + Hong Kong’s sudden equity collapse syndrome strikes again


  • Trend Micro and Moxa Team Up to Create “TXOne Networks” – IT/OT Security Convergence Gaining Pace (CBR)
  • Nintendo Bets New Hex-Nut Pokémon Will Boost Switch Sales (Bloomberg)
  • Tencent-backed Pinduoduo accused of inflating revenues; Short-seller that brought down Samsonite chief goes after China ecommerce group Chinese ecommerce group (FT); Chinese phenom Pinduoduo has some explaining to do (Reuters, SCMP)
  • iQiYi gets exclusive rights to viral carpool karaoke show (Technode)
  • Koh Young Technology Reports Record-Breaking Q3 Revenues (iconnect)
  • Innodisk spurring AIoT with key integrated technology to develop competitive edge (Diigtimes); Innodisk Seizing the Edge with Industry’s Fastest Wide Temp DDR4 Memory (PR Newswire)
  • Investments In AI, Revenue Growth May Stem Fall In Margin, Says Info Edge (Bloomberg)

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

  • Robotic bartenders and smart hotels: Alibaba’s vision of future consumption (SCMP)
  • AlipayHK wins bid to provide QR code payment solution for Hong Kong’s MTR (SCMP)
  • SoftBank’s Vision Fund buys into US unicorn Automation Anywhere (Nikkei)

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

  • Facebook Morale, Hurt by Share Drop, Suffers Another Hit (Bloomberg)
  • Walmart’s Roar Is Getting Loud Enough to Rattle Amazon; Another strong quarter confirms that the big-box retailer is well-positioned to take on Amazon, or anyone else. (Bloomberg)
  • ‘Crypto hangover’ hammers Nvidia’s outlook, shares drop 17 percent (Reuters)

Asia Tech & Innovation Trends

  • Victor Li Wants New China Tech to Transform Father’s Old Empire (Bloomberg)
  • Face off: Realistic masks made in Japan find demand from tech, car companies (Reuters)

Global Tech & Innovation Trends

  • Voice tech like Alexa and Siri hasn’t found its true calling yet: Inside the voice assistant ‘revolution’; Until we invent something that wouldn’t be possible without voice, we’re just repurposing online content for our ears. (Recode)
  • Playing catch-up, Germany throws money at AI (Reuters)
  • Berkshire invests in JPMorgan, Oracle as Buffett puts cash to work (Reuters)
  • Crossed lines in the boardroom: The inside tale of how Nokia lost a market it dominated (Economist)
  • Silicon eyed as way to boost electric car battery potential (Reuters); A slew of electric truck plans may deliver the goods for China’s EV ambitions (Reuters)
  • Unicorns Backing Their Own VCs? Welcome to Peak Tech; Big checks have empowered startups to put off their IPOs. But now they’re buying growth. (Bloomberg)
  • Nobody Knows What Palantir Is Worth (Bloomberg)
  • Dutch Mapmaker TomTom Is Keeping ‘Open Mind’ on Deals, CEO Says (Bloomberg)


  • Hong Kong’s sudden equity collapse syndrome strikes again (FT)
  • Jeff Bezos to employees: ‘One day, Amazon will fail’ but our job is to delay it as long as possible (CNBC)
  • Don’t Make These 5 Investing Mistakes That General Electric Investors Made (BVI)

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