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

Thematic (Sector/Industry)

Below is my conversation with an Indonesian high net worth who is keen to find insight on how the current trade war impacts Indonesian equities.Q: How do u see the impact of the trade war?A: It is bad for an export-driven economy i.e. China. The iPhone suppliers i.e. the <a href="https://www.smartkarma.com/entities/12852" target="_blank" data-smartkarma-citation="entities:12852:1">Pegatron Corp (4938 TT)</a> , <a href="https://www.smartkarma.com/entities/11950" target="_blank" data-smartkarma-citation="entities:11950:1">Foxconn Technology Co Ltd (2354 TT)</a> , <a href="https://www.smartkarma.com/entities/6544" target="_blank" data-smartkarma-citation="entities:6544:1">AAC Technologies Holdings Inc (2018 HK)</a> , are getting hit massively. The Chinese government has retaliated but they don’t want this (trade war) to happen either. The…

Below is my conversation with an Indonesian high net worth who is keen to find insight on how the current trade war impacts Indonesian equities.Q: How do u see the impact of the trade war?A: It is bad for an export-driven economy i.e. China. The iPhone suppliers i.e. the Pegatron Corp (4938 TT) , Foxconn Technology Co Ltd (2354 TT) , AAC Technologies Holdings Inc (2018 HK) , are getting hit massively. The Chinese government has retaliated but they don’t want this (trade war) to happen either. The…

Indo Stocks During Trade War: What to Do?

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

The Indonesian economy grew 5.18% y-o-y in 2Q2016 compared to an increase of 4.91% in the first quarter of 2016. This was the fastest pace of growth recorded since 1Q2014, and was largely driven by household expenditure and investment. Household expenditure, which grew 5.04% y-o-y compared to 4.94% y-o-y in 1Q, was partially supported by the Ramadan and Eid-ul-Fitr festivities in June. Gross fixed capital formation came in at 5.06% y-o-y in 2Q compared to an increase of 5.57% y-o-y in the…

The Indonesian economy grew 5.18% y-o-y in 2Q2016 compared to an increase of 4.91% in the first quarter of 2016. This was the fastest pace of growth recorded since 1Q2014, and was largely driven by household expenditure and investment. Household expenditure, which grew 5.04% y-o-y compared to 4.94% y-o-y in 1Q, was partially supported by the Ramadan and Eid-ul-Fitr festivities in June. Gross fixed capital formation came in at 5.06% y-o-y in 2Q compared to an increase of 5.57% y-o-y in the…

Indonesia: Strong Household Expenditure Drives GDP in 2Q2016

Indonesia

PT Jakarta Setiabudi International Tbk develops, leases, and manages hotels, apartments, office buildings, and houses. The Company owns and manages Kuningan Apartment, Setiabudi Apartment, Mega Kuningan Estate, Setiabudi Plaza, Raddin Ancol Hotel, Raddin Sanur Bali Hotel, Menteng Plaza, Bali Hyatt, Grand Hyatt Bali, Taman Puri Permata Hijau Estate, and others.

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Jakarta Setiabudi Intl (JSPT IJ)

Indo Stocks During Trade War: What to Do?

Below is my conversation with an Indonesian high net worth who is keen to find insight on how the current trade war impacts Indonesian...

Henry Soediarko

Indonesia: Strong Household Expenditure Drives GDP in 2Q2016

The Indonesian economy grew 5.18% y-o-y in 2Q2016 compared to an increase of 4.91% in the first quarter of 2016. This was the fastest pace of...

Rajan Govil

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