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

Since my last insight on <a href="https://www.smartkarma.com/insights/tkp-3479-a-working-wework" target="_blank" data-smartkarma-citation="insights:35447" rel="noopener">TKP (3479) - A Working Wework?</a> published on the 27th of December 2019, the company's share price has fallen by 78% with the last 24% took place yesterday. TKP's business has been badly hit by the spread of COVID-19 that made its market value halved. But the real juice came when <a href="https://www.smartkarma.com/entities/softbank-group-corp" target="_blank" data-smartkarma-citation="entities:315:1" rel="noopener">Softbank Group (9984 JP)</a> threatened to not inject more money into WeWork.
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It is already trading below book value and potentially there will be some buying from BOJ thus it is recommended to cover the short at the current level. 
For short term traders, there is a high chance that the share price could pop from here albeit only for a while as the business fundamental remains weak. 
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Since my last insight on TKP (3479) - A Working Wework? published on the 27th of December 2019, the company's share price has fallen by 78% with the last 24% took place yesterday. TKP's business has been badly hit by the spread of COVID-19 that made its market value halved. But the real juice came when Softbank Group (9984 JP) threatened to not inject more money into WeWork.

It is already trading below book value and potentially there will be some buying from BOJ thus it is recommended to cover the short at the current level. 
For short term traders, there is a high chance that the share price could pop from here albeit only for a while as the business fundamental remains weak. 


United Kingdom

Regus PLC owns an international network of business centers which are leased to a variety of business customers. The Group's centers, located in downtown business districts and suburban office parks, offer their clients a mix of workstations, conference rooms and support  services, including video conferencing, Internet connections, and receptionists.

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Regus (RGU LN)

TKP (3479): After 78% Down - What to Do?

Since my last insight on TKP (3479) - A Working Wework? published on the 27th of December 2019, the company's share price has fallen by 78% with...

Henry Soediarko

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