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

Indonesian Infrastructure - UnUsual Suspects

Sido Muncul: Your Herbal Remedy Solution that Pays 5% Dividend

Thematic (Sector/Industry)

Indonesia Food, beverage and tobacco / Thematic (Sector/Industry)

Recalling my growing up days in Indonesia, being taught on the 3 basic human needs; shelter, food and clothing. They forgot to include one; DRINK! With the average temperature of 26 degree Celsius and 6-9 months of dry season, demand for tasty drinks and bottle water will only increase over time.<div class="content-highlight">Beverage business --&gt; formula + water/milk/alcohol = high margin new formulated drink</div>In this report we will discuss which alcoholic beverage company and non-alcoholic beverage company have historically played an important part in the shaping of the Indonesian taste for beverage over the years namely <a href="https://www.smartkarma.com/entities/11651" target="_blank" data-smartkarma-citation="entities:11651:1">Multi Bintang Indonesia Pt (MLBI IJ)</a>, <a href="https://www.smartkarma.com/entities/5585" target="_blank" data-smartkarma-citation="entities:5585:1">Delta Djakarta Tbk Pt (DLTA IJ)</a>, <a href="https://www.smartkarma.com/entities/13892" target="_blank" data-smartkarma-citation="entities:13892:1">Ultrajaya Milk Ind &amp; Trading (ULTJ IJ)</a> and why they could provide an exposure to the long term growth story to the growing middle class Indonesian.

Recalling my growing up days in Indonesia, being taught on the 3 basic human needs; shelter, food and clothing. They forgot to include one; DRINK! With the average temperature of 26 degree Celsius and 6-9 months of dry season, demand for tasty drinks and bottle water will only increase over time.Beverage business --&gt; formula + water/milk/alcohol = high margin new formulated drinkIn this report we will discuss which alcoholic beverage company and non-alcoholic beverage company have historically played an important part in the shaping of the Indonesian taste for beverage over the years namely Multi Bintang Indonesia Pt (MLBI IJ), Delta Djakarta Tbk Pt (DLTA IJ), Ultrajaya Milk Ind &amp; Trading (ULTJ IJ) and why they could provide an exposure to the long term growth story to the growing middle class Indonesian.

Beverage in Indonesia: Quench Your Thirst!