H.E.R.O.’s Journey in Tech (5 January 2019) – Digital disruption to drive revenue growth in 2019


  • Inari, Globetronics bear brunt of Apple’s cut to forecasts (Edge)

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

  • Apple Beware: Samsung’s Great Fall in China Was Swift; In five years, Samsung went from China’s No. 1 to less than 1% market share (WSJ)

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

  • ‘Defining moment’ for Tim Cook as Apple looks beyond the iPhone; Investors fret over company’s future as smartphone slowdown bites (FT); Why There’s Still Plenty of Value in Apple’s Core (Barron’s)
  • Is the end of Netflix’s golden age in sight? The streaming pioneer is facing competition from content suppliers, not to mention Apple and Amazon; the amount it spends on content, marketing and other costs in 2018 will exceed what it earns from subscribers by at least $3bn. (Guardian); How Netflix Could Eventually Stop Losing Money (Bloomberg)

Asia Tech & Innovation Trends

  • Nansha, the pearl of the Greater Bay Area (GBA), is in full speed to foster artificial intelligence AI innovation (SCMP)
  • Toyota to showcase ‘brainier’ self-driving car at CES (Nikkei)
  • Taiwan’s UMC to scale down chip project with Chinese partner (Nikkei)
  • Developing a Next-Gen Display Ecosystem (EE Times)
  • Melbourne’s BMYG launches first Chinese investor matchmaking app in Australia (AFR)
  • Indian e-learning startup Byju’s eyes US deals after raising $540m; World’s most valuable education tech unicorn has global expansion plans, CEO says (Nikkei)

Global Tech & Innovation Trends

  • Digital disruption to drive revenue growth in 2019 (Star)
  • Salesforce Shares Soar on Analyst Rave (Barron’s)
  • The Inventor of the Apple Store on Retail Revolutions (Barron’s)
  • Robots Will Be Taking Over CES 2019 (Barron’s)


  • Herb Kelleher, Whose Southwest Airlines Reshaped the Industry, Dies at 87 (NYT, Bloomberg)

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