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

Weekend Fun Read: Better to Drive Taxi or Uber/Grab Car?

Mirror Mirror on the Wall, Who Will Win the Taxi War?

Thematic (Sector/Industry)

Singapore Road and rail / Thematic (Sector/Industry)

<p>I took a cab yesterday morning and had a conversation with a fellow “Insight Provider” (the taxi driver) who has a thorough understanding of the new company initiation on flat pricing:</p><ol><li>How to book</li></ol><p style="padding-left: 25px;">Just like Uber and Grab, we have to register to the website and list down our particulars and card details, allowing for seamless e-payment between Comfort Delgro and the customers. Passengers still have the choice to use the normal booking method i.e. fee by the meter and pay upon arrival by cash or…</p>

I took a cab yesterday morning and had a conversation with a fellow “Insight Provider” (the taxi driver) who has a thorough understanding of the new company initiation on flat pricing:How to bookJust like Uber and Grab, we have to register to the website and list down our particulars and card details, allowing for seamless e-payment between Comfort Delgro and the customers. Passengers still have the choice to use the normal booking method i.e. fee by the meter and pay upon arrival by cash or…

Channel Check on Taxi in Singapore: Flat Pricing