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

Jakarta Traffic - On the Ground Observation

Blue Bird (BIRD IJ) - Ride of the Valkyries - On the Ground in J-Town

Blue Bird Buy Level with MACD Bull Inflection Pocket

Blue Bird - A Foot in Both Offline and Online Camps - On the Ground in J-Town

How to Get to Soekarno-Hatta Airport? Train or Bird?

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

An email correspondence with the management revealed that the airport ride contributes to a significant amount to total revenue in both taxi and non-taxi segment. As recently discussed that the SHIA express ridership has been increasing that was initiated with a warm welcome by Jakarta residents.  When I met the management sometime last month, they rebuffed the emergence of the airport express as a non-worthy substitute citing the long ride and possible infrequent rides to the airport…

An email correspondence with the management revealed that the airport ride contributes to a significant amount to total revenue in both taxi and non-taxi segment. As recently discussed that the SHIA express ridership has been increasing that was initiated with a warm welcome by Jakarta residents.  When I met the management sometime last month, they rebuffed the emergence of the airport express as a non-worthy substitute citing the long ride and possible infrequent rides to the airport…

Bluebird: Heavy Wings Due to Heavy SHIA Express Carriage