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

Benesse Holding: Low Margin Business with Declining Customer

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>Two things worth looking at <a href="https://www.smartkarma.com/entities/12877" target="_blank" data-smartkarma-citation="entities:12877:1">Benesse Holdings Inc (9783 JP)</a> :</p><ol>
<li>Increasing number of foreign workers in Japan </li>
<li>FY 2018 (end of March 2019) forecast</li>
</ol><h2>Number of foreign workers to increase</h2><p>The government had initiated a trainee program in 1993 to allow foreign unskilled workers to come to work in Japan and has recently seen the number of foreign workers to boom to meet the demand for construction workers pre 2020 Olympics. </p><p>Once overly tight-fisted on visa policy, PM Abe has loosened the requirement and is…</p>

Two things worth looking at Benesse Holdings Inc (9783 JP) :
Increasing number of foreign workers in Japan 
FY 2018 (end of March 2019) forecast
Number of foreign workers to increaseThe government had initiated a trainee program in 1993 to allow foreign unskilled workers to come to work in Japan and has recently seen the number of foreign workers to boom to meet the demand for construction workers pre 2020 Olympics. Once overly tight-fisted on visa policy, PM Abe has loosened the requirement and is…

Benesse Holdings: Mgt Guidance for Lower Margin?