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

Singapore

PNE Micron Holdings Limited manufactures and sells perforated materials, speaker nets and other metal components.  The Group also provides electro-deposition (ED) coating services to the consumer electronics and micro-motors industries. PNE Micron designs and manufactures tools and dies.

Chemical Industries (Far East) Limited manufactures and sells chemicals. The Company's products include chlorine, zinc chloride and chemicals for the offshore oil producing industry. The Company also trades chemicals, develops and invests in properties, and distributes cleaning fluids, lubricants, and industrial maintenance chemicals.

Jiutian Chemical Group Ltd. manufactures chemicals.  The Company produces and sells methanol, methylamine, dimethylformamide and gas.

Fabchem China Ltd. manufactures explosives.  The Company produces explosive devices, initiators, and detonators for the mining, energy exploration, and construction industries.

Samurai 2K Aerosol Limited provides building products and construction materials. The Company serves customers in Singapore.

AP Oil International Limited operates as a petroleum wholesalers. The Company distributes a range of lubricating oils and fluids and specialty chemicals for industrial, automotive, and marine applications. AP Oil International serves customers in Asia.

AnnAik Limited manufactures stainless steel flanges and distributes stainless steel products.  The Company also provides engineering construction services.

Anchun International Holdings Ltd. is an integrated chemical systems engineering and technology solutions provider to the PRC petrochemical and chemical industries. The Company specializes in the technological design and manufacture of production system mainly for manufacturers of ammonia and methanol-based products.

NSL Ltd. manufactures construction materials and chemicals, and markets engineering products and services.  The Company manufactures and trades lime, industrial chemicals and spreader cranes, provides environmental and engineering services, building products and services, and engages in property and resort development.

Avarga Limited operates as an investment holding company. The Company, through its subsidiaries, focuses on paper manufacturing, power generation, and building materials distribution. Avarga also recycles corrugated cartons, newspapers, magazines, office waste, and any other printed paper material. Avarga serves customers worldwide.

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.

Wonik Materials Company Ltd. supplies high purity specialty gases. The Company offers mixture and pure gas, as well as stock sale gases and cylinders products. Wonik Materials serves the semiconductor, flat panel display, and light emitting diode sectors worldwide.

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.

Ciwen Media Co Ltd invests, produces and distributes films and television programs.

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.

Panama Petrochem Limited manufactures and exports petroleum specialty products. The Company markets its products to inks and resins, textiles, rubber, pharmaceuticals, cosmetics, and cable manufacturers.

Guangdong Silver Age Sci & Tech Co., Ltd. develops, produces and sells modified plastics, and provides related technical services.  The Company's main products include fuel resistance materials, weathering materials, toughening materials, plastic alloy materials and environmental protection durable materials.

Ho Tung Chemical Corp. manufactures and markets chemical products, including Normal Paraffin, the ingredient for cleansers.  The Company also operates gasoline stations in Taiwan.

China Sunsine Chemical Holdings Limited produces rubber chemicals, primarily rubber accelerators and other related rubber chemicals such as anti-scorching agents.

China Sunsine Chemical Holdings Ltd (CSSC SP)

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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