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

Insight Provider, CrossASEAN Research

Nicolas Van Broekhoven

Insight Provider

Value-focused bottom-up Asian equity research

NVB Asia Pte Ltd

Thematic (Sector/Industry)

<ul><li>Last week I spent two days in Dongguan (Guangdong province)</li><li>Visited factories of both <a href="https://www.smartkarma.com/entities/528" target="_blank" data-smartkarma-citation="entities:528:1">Nine Dragons Paper Holdings (2689 HK)</a> and <a href="https://www.smartkarma.com/entities/529" target="_blank" data-smartkarma-citation="entities:529:1">Lee &amp; Man Paper Manufacturing Ltd (2314 HK)</a></li><li>According to China Paper Association 2016 annual report there are 2,757 pulp &amp; paper companies in China</li><li>Sector is heavily polluting and sector leaders such as Nine Dragons and Lee &amp; Man Paper are helped by government crackdown on environmental offenders</li><li>Both companies should continue to win market share and have increased bargaining power</li><li>ASP is rising; helping profits rebound substantially</li><li>Both companies trade below 9x 2017 PE</li></ul>

Last week I spent two days in Dongguan (Guangdong province)Visited factories of both Nine Dragons Paper Holdings (2689 HK) and Lee &amp; Man Paper Manufacturing Ltd (2314 HK)According to China Paper Association 2016 annual report there are 2,757 pulp &amp; paper companies in ChinaSector is heavily polluting and sector leaders such as Nine Dragons and Lee &amp; Man Paper are helped by government crackdown on environmental offendersBoth companies should continue to win market share and have increased bargaining powerASP is rising; helping profits rebound substantiallyBoth companies trade below 9x 2017 PE

China Pulp & Paper: Factory Visits in Dongguan at Nine Dragons (2689 HK) And Lee Man Paper (2314 HK)

Hong Kong

Lee & Man Chemical Company Limited manufactures and sells handbags and chemical products including Chloromethanes, Hydrogen Peroxide and Caustic Soda.

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Lee & Man Chemical (746 HK)

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

China Pulp & Paper: Factory Visits in Dongguan at Nine Dragons (2689 HK) And Lee Man Paper (2314 HK)

Last week I spent two days in Dongguan (Guangdong province) Visited factories of both Nine Dragons Paper Holdings (2689 HK) and Lee & Man...

Nicolas Van Broekhoven

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)