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 Holdings: Mgt Guidance for Lower Margin?

Benesse Holding: Low Margin Business with Declining Customer

Benesse Is Not so Bene (It's Italian for Good!)

Equity Bottom-Up

<p>I have written several notes on <a href="https://www.smartkarma.com/entities/12877" target="_blank" data-smartkarma-citation="entities:12877:1">Benesse Holdings Inc (9783 JP)</a> and each time I re-read them, my conviction remains the same that without deregulation in Japan's immigration law the company's long-term prospect remain bleak for two reasons:</p><ol>
<li>the country could not create an effective policy that would increase birth rate hence a potential solution is to grant foreigners permanent residency and citizenship status </li>
<li>if they can't get an imported professional and lower-cost caregiver then they have to…</li>
</ol>

I have written several notes on Benesse Holdings Inc (9783 JP) and each time I re-read them, my conviction remains the same that without deregulation in Japan's immigration law the company's long-term prospect remain bleak for two reasons:
the country could not create an effective policy that would increase birth rate hence a potential solution is to grant foreigners permanent residency and citizenship status 
if they can't get an imported professional and lower-cost caregiver then they have to…


Benesse Holdings

Benesse New Entry Point