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

AAC Tech: Optics and Chinese Mobile Keeps Growing

Touch and Sound – Haptic Market CAGR 22%

Equity Bottom-Up

AAC Technologies Holdings / Equity Bottom-Up

Being the best performer attract plenty of envious stares and others tend to think the top performer must have done something illegal to get ahead of its competitors. <blockquote>"We’re intrigued by it because its margins are higher, smoother than some of the best companies in the world,” Yu said in a phone interview. “In my experience, that usually means that the company is a truly world-changing, excellent, high-competitive company -- or something else. And based on our investigation, we think the facts…</blockquote>

Being the best performer attract plenty of envious stares and others tend to think the top performer must have done something illegal to get ahead of its competitors. "We’re intrigued by it because its margins are higher, smoother than some of the best companies in the world,” Yu said in a phone interview. “In my experience, that usually means that the company is a truly world-changing, excellent, high-competitive company -- or something else. And based on our investigation, we think the facts…

AAC Technologies Holdings

AAC Tech: A Short Seller Target?