Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

Founded in 1999 as a high-tech spin-off from the Nanyang Technological University Singapore (ranked #13th in QS Global World University Rankings 2021 – 6th year in a row) by Dr. Shi Xu, NanoFilm Technologies International Pte Ltd (NTI) offers coating solutions that provide functional and/or aesthetic improvements to its customers’ end-products.Its share price has a nice rally post IPO and left investors to wonder whether there will be anything left. There are many reasons why investors should be excited about <a href="https://www.smartkarma.com/entities/nanofilm-technologies-international" target="_blank" data-smartkarma-citation="entities:29700:1" rel="noopener">Nanofilm (NANO SP)</a> namely 1) blue-chip customers' stickiness in the tech sector including Microsoft as well as 2) the expanding Total Addressable Market for its coating business that will include EV sectors and 3) this could be an ESG stock from Environmental angle due to its exposure in EV that will mean less CO2 emission. I am still bullish on this.

Founded in 1999 as a high-tech spin-off from the Nanyang Technological University Singapore (ranked #13th in QS Global World University Rankings 2021 – 6th year in a row) by Dr. Shi Xu, NanoFilm Technologies International Pte Ltd (NTI) offers coating solutions that provide functional and/or aesthetic improvements to its customers’ end-products.Its share price has a nice rally post IPO and left investors to wonder whether there will be anything left. There are many reasons why investors should be excited about Nanofilm (NANO SP) namely 1) blue-chip customers' stickiness in the tech sector including Microsoft as well as 2) the expanding Total Addressable Market for its coating business that will include EV sectors and 3) this could be an ESG stock from Environmental angle due to its exposure in EV that will mean less CO2 emission. I am still bullish on this. 

Nanofilm (NANO): Don't Sell Yet, More to Come

China

Daqing Huake Company Limited manufactures and markets petrochemical products, including polypropylene, hydrogenated pentene, petroleum resin, and other related products.  The Company also manufactures pharmaceuticals.

Nanjing Chemical Fibre Co., Ltd. manufactures viscose filament fibers and produces tap water.  Through its subsidiaries, the Company also manufactures yarns and fabrics as well as develops real estate.

Jiangmen Kanhoo Industry Co., Ltd. develops, produces and sells rare earth luminescent materials.  The Compnay's main products are rare earth luminescent materials used in energy saving lightings and emerging field.

Fujian Green Pine Company Limited manufactures and sells turpentine derivatives. The Company's products includes synthetic camphor, gum rosin, borneol, dipentene, P-cymene, crystalline sodium acetate and camphene.

Jiangsu Aoyang Technology Corp., Ltd. manufactures and markets viscose staple fiber and cotton dissolving pulp. The company also sells electricity generated from steam.

Jiangsu Aoyang Technology Corp Ltd (002172 CH)

Maoming Petro-chemical Shihua Co., Ltd. operates in the petroleum refinery industry.  The Company's products include polypropylene, liquefied petroleum gas, solvent-refined oil, salt chemical, and other petrochemical products.

Maoming Petro Chemical Shihua Co, Ltd. (000637 CH)

Ningxia Younglight Chemicals Co., Ltd. manufactures and markets calcium carbide, lime nitrogen, dicyandiamide, and other related chemicals.

Shanxi Tond Chemical Co.,Ltd. manufactures and sells industrial explosives and silica products.  The Company's products include emulsion explosives, ANFO (ammonium nitrate) explosives and, AN-TNT (ammonium nitrate-trinitrotoluene) explosives.

Sichuan Jinlu Group Co., Ltd. manufactures and markets polyvinyl chloride resins, caustic soda, and other chemical products.  Through its subsidiaries, the Company also manufactures white spirits and textile products, develops real estate, operates in commercial trading, as well as sells natural gas.

Jilin Gpro Titanium Industry Co., Ltd. primarily engages in the chemical materials and chemical products manufacturing industry. The company's main products include anatase titanium dioxide and rutile titanium dioxide.

Jilin Gpro Titanium Industry Co (000545 CH)

Ocean Plastics Co., Ltd. manufactures and markets plastic products.  The Company's main products include Polyvinyl Chloride (PVC) sheets, PVC powder, PVC plates, PVC leather, PVC pipes, and Polyurethane (PU) synthetic leather.

Ishihara Chemical Company, Ltd. manufactures and sells plating solution and metal finishing agents for semiconductors and electronic parts.  The Company also manufactures car waxes, air fresheners, and touch up paints for automobiles.

Carlit Holdings Co., Ltd. is a holding company established through the merger of JAPAN CARLIT CO., LTD. and its affiliated companies.  The Company is mainly engaged in manufacturing explosives, chemicals, and electronic materials.

Hodogaya Chemical CO., Ltd. manufactures various types of chemicals such as dyes, intermediates, and resins.  The Company markets its products in Southeast Asia, North America, and Europe, as well as in Japan.

Hokko Chemical Industry Co., Ltd. produces and markets mainly agrochemicals and other fine chemical products.  The Company's other products include materials for electronic components and photoresist.

Jubilant Industries Ltd. is a diversified company. The Company's diversified portfolio includes a wide range of crop nutrition, crop growth and crop protection agri products and performance polymers products comprising consumer products like adhesives, wood finishes; application polymers like emulsion polymers, food polymers and latex such as Vinyl Pyridine, SBR and NBR latex.

Namhae Chemical Corporation produces a variety of chemical products.  The Company specializes in producing agricultural chemicals, such as urea, phosphatic and compound fertilizers.  Namhae Chemical also produces other chemical products such as ammonia, sulfuric acid and phosphoric acid and operates gasoline stations.

Ancom Berhad is an investment holding and management company. Through its subsidiaries, the Company manufactures and sells agricultural chemical products and trades electrical engineering products. Ancom also repacks agricultural chemicals, provides shipping services, trades computer hardware and software, and provides Information Technology (IT) related consulting services.

Taiwan Styrene Monomer Corporation manufactures styrene monomer which is an ingredient of polystyrene.  The Company primarily markets its products in Taiwan.  Through its subsidiaries,  Taiwan Styrene Monomer also sells LCDs (Liquid Crystal Displays).

Kukdo Chemical Co. Ltd. manufactures and sells organic chemicals, such as epoxy resins and hydro sulfuric acid.  The Company also produces inorganic chemicals used in antiseptics, bleaches, and sterilizers.

China Sanjiang Fine Chemicals Co Ltd. manufactures and supplies consumer chemicals and their ingredients. The Company's main product is ethylene oxide and AEO surfactants which are the core components for household cleansing and cosmetic products.

China Sanjiang Fine Chemicals Co, Ltd. (2198 HK)

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Nanofilm (NANO): Don't Sell Yet, More to Come

Many reasons investors should be excited about Nanofilm: customers' stickiness in the tech sector as well as expanding Total Addressable Market for...

Henry Soediarko