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

ASEAN Reopening: Tourism and Transport Reboot

ASEAN Reopening: Tourism and Transport Reboot - Part Deux

Platinum (PLAT): The Shoppers Coming Back

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>The Thai government has announced that they will shorten the quarantine period from 14 days to 7-10 days, to stimulate the economy. The quarantine would be seven days for the visitors who had been fully vaccinated and they would be tested with the RT-PCR method for Covid-19 upon arrival and again on day 7 after arrival. China and Malaysia, the two largest tourists exporters to Thailand, have successfully implemented their vaccination drive that saw an improving vaccination rate, closer to reach herd immunity. </p>
<p> As the top two countries that tourists in Thailand are originated from, China and Malaysia, have recorded a successful vaccination drive and the quarantine period should be abolished sooner or later which will then spike tourist arrival in Thailand, benefiting <a href="https://www.smartkarma.com/entities/airports-of-thailand-pcl" target="_blank" data-smartkarma-citation="entities:239:1" rel="noopener">Airports of Thailand (AOT TB)</a> as the largest airport operator in Thailand. </p>

The Thai government has announced that they will shorten the quarantine period from 14 days to 7-10 days, to stimulate the economy. The quarantine would be seven days for the visitors who had been fully vaccinated and they would be tested with the RT-PCR method for Covid-19 upon arrival and again on day 7 after arrival. China and Malaysia, the two largest tourists exporters to Thailand, have successfully implemented their vaccination drive that saw an improving vaccination rate, closer to reach herd immunity. 
 As the top two countries that tourists in Thailand are originated from, China and Malaysia, have recorded a successful vaccination drive and the quarantine period should be abolished sooner or later which will then spike tourist arrival in Thailand, benefiting Airports of Thailand (AOT TB) as the largest airport operator in Thailand. 

Airport of Thailand (AOT): Prepare to Take Off