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

AGM Accordia Golf Trust (AGT SP): Will It Inject Assets or Be Privatized by Accordia Golf (2132 JP)?

Accordia Golf Trust (AGT SP): Privatization Likely at Min 0.76 SGD/Unit Leaves Another 13% Upside

Accordia Golf Trust - On the Ground, Japan Golf Tour

Accordia Golf Trust (AGT SP): BUY - The Catalyst for Dividend Normalization

Accordia Golf Trust (AGT SP): MBK + ORIX + AGT = Time for Outperformance? 9.5% Dividend Yield

AGM Accordia Golf Trust (AGT SP): Management Hopeful to Inject Assets in Next 12 Months

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

<p><a href="https://www.smartkarma.com/entities/20224" target="_blank" data-smartkarma-citation="entities:20224:1">Accordia Golf Trust (AGT SP)</a> is the second largest golf course operator in Japan that offers stable DPU with assets that are less correlated to the global economic cycle but they have their own challenges; aging demographics that makes the number of games played lower over time, volatile weather in Japan (unlike in Singapore where it's sunny summer all year long), limited upside impact from automation initiative and golf tax. </p>

Accordia Golf Trust (AGT SP) is the second largest golf course operator in Japan that offers stable DPU with assets that are less correlated to the global economic cycle but they have their own challenges; aging demographics that makes the number of games played lower over time, volatile weather in Japan (unlike in Singapore where it's sunny summer all year long), limited upside impact from automation initiative and golf tax. 

Accordia Golf Trust (AGT): Buy but Please Consider This...