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

China High Speed Transmission (658): Hold for Long Term

Daemyung Energy: Lowers IPO Price Range by 40%

Xinyi Solar: One of the Key Beneficiaries to Phase Out Coal and Increase Renewables

Renewable Japan IPO – First Day Trading

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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

China High Speed Transmission Equip Grp / Equity Bottom-Up

China High Speed Transmission Equip Grp (658 HK)

<ul>
<li>Undemanding valuation at 6x PER, 2x EV/EBITDA, and 0.6x PBR due to low broker coverage</li>
<li>Top player domestically and top 3 globally for gearbox with clients including Siemens, Suzlon, and General Electric.</li>
<li>The beneficiary of the Chinese government supportive policy measure to achieve net-zero. </li>
</ul>


Undemanding valuation at 6x PER, 2x EV/EBITDA, and 0.6x PBR due to low broker coverage
Top player domestically and top 3 globally for gearbox with clients including Siemens, Suzlon, and General Electric.
The beneficiary of the Chinese government supportive policy measure to achieve net-zero. 


China Datang Corp Renewable Power (1798 HK)

2022 High Conviction - China High Speed (658 HK): Renewable Energy Beneficiary