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

Capitalizing on the Shift of Consumers' Drinking Taste in China

Equity Bottom-Up

Tsingtao Brewery Co Ltd H / Equity Bottom-Up

<p>It is official! <a href="https://www.smartkarma.com/entities/10482" target="_blank" data-smartkarma-citation="entities:10482:1">Asahi Group Holdings Ltd (2502 JP)</a> has finally found a buyer for its 20% stake in <a href="https://www.smartkarma.com/entities/1296" target="_blank" data-smartkarma-citation="entities:1296:1">Tsingtao Brewery Co Ltd H (168 HK)</a> . Asahi currently owns 41% of Tsingtao's shares in HK. Post share sale, Asahi will own 18 million shares only, definitely not a majority investor anymore. </p><table class="table table-striped"><tbody>
<tr>
<td>Name of the buyer</td>
<td>Number of sale shares</td>
<td>Approximate % of total H shares</td>
<td>Approximate % of total issued shares </td>
</tr>
<tr>
<td>Fosun Industrial</td>
<td>153,255,626</td>
<td>23.4%</td>
<td>11.3%</td>
</tr>
<tr>
<td>Peak Reinsurance</td>
<td>7,173,861</td>
<td>1.1%</td>
<td>0.5%</td>
</tr>
<tr>
<td>Fidelidade</td>
<td>34,434,533</td>
<td>5.3%</td>
<td>2.6%</td>
</tr>
<tr>
<td>Star</td>
</tr>
</tbody></table>…

It is official! Asahi Group Holdings Ltd (2502 JP) has finally found a buyer for its 20% stake in Tsingtao Brewery Co Ltd H (168 HK) . Asahi currently owns 41% of Tsingtao's shares in HK. Post share sale, Asahi will own 18 million shares only, definitely not a majority investor anymore. 

Name of the buyer
Number of sale shares
Approximate % of total H shares
Approximate % of total issued shares 


Fosun Industrial
153,255,626
23.4%
11.3%


Peak Reinsurance
7,173,861
1.1%
0.5%


Fidelidade
34,434,533
5.3%
2.6%


Star

…

Tsingtao Brewery Co Ltd H

Asahi Is Really Getting Out of Tsingtao!