Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

A Long & Short Investment Ideas generator for Asian Equities with 10 years experience in a Hedge fund focused on bottom-up ideas, searching out mispriced ideas and misunderstood investment thesis. Provides on-the-ground insights in various Asian markets with a sway towards ASEAN. Experienced and survived the Asian Financial Crisis in a family business, as well as the Global Financial Crisis in financial markets where lessons learned. It's all about understanding business drivers and navigating business cycles, which has high applicability in generating investment ideas. 

Investment horizon: Mid to Long term

Asian Insight Provider - Actionable ideas

Aircraft Leasing Companies: Boring Business?

Geely: Vehicle Maker to Win on Local Demand, New SUV

Equity Bottom-Up

<p>FY 2016 result is out:</p><ul><li>Profit +126%</li><li>Sales Volume +50%</li><li>ASP +22%</li><li>Revenue +78%</li><li>FCF +35% baring increase in CapEx</li><li>Cash Dividend increased to HKD 12 cents, +216%</li><li>Receivable +20% higher than sales growth - guaranteed by established banks in China and less than 6m maturity</li></ul>

FY 2016 result is out:Profit +126%Sales Volume +50%ASP +22%Revenue +78%FCF +35% baring increase in CapExCash Dividend increased to HKD 12 cents, +216%Receivable +20% higher than sales growth - guaranteed by established banks in China and less than 6m maturity

Geely Auto

2016 FY Result - And 2017 Outlook