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

Travelsky Technology Ltd H / Equity Bottom-Up

<p>Worry about auditor change? Should not be - <a href="https://www.smartkarma.com/entities/19829" target="_blank" data-smartkarma-citation="entities:19829:1">Travelsky Technology Ltd H (696 HK)</a> was doing so to fulfill the requirement from the national watchdog. But the share price has been punished by the market; losing 16% YTD despite growing revenue, still zero debt and maintaining a positive outlook. In this report we shall discuss the following:</p><ol><li>change of auditor</li><li>the underperformance despite a better number operationally</li><li>it's still a buy for Travelsky</li><li>ideas for the hedgehogs</li></ol>

Worry about auditor change? Should not be - Travelsky Technology Ltd H (696 HK) was doing so to fulfill the requirement from the national watchdog. But the share price has been punished by the market; losing 16% YTD despite growing revenue, still zero debt and maintaining a positive outlook. In this report we shall discuss the following:change of auditorthe underperformance despite a better number operationallyit's still a buy for Travelskyideas for the hedgehogs

Travelsky: Change of Auditor, Recent Price Weakness, & Relative Value Opportunity

United States

DST Systems, Inc. provides information processing and computer software services and products.  The Company's operating segments include financial services, customer management, and output solutions.  DST's data center provides information-processing services to support the products within each operating segment.

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Dst Systems Inc (DST US)

Travelsky: Change of Auditor, Recent Price Weakness, & Relative Value Opportunity

Worry about auditor change? Should not be - Travelsky Technology Ltd H (696 HK) was doing so to fulfill the requirement from the national watchdog....

Henry Soediarko

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