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

Comfortdelgro (CD): Reopening and Australia IPO

ComfortDelgro Singapore - Aus IPO Trade - Cash, Cash, and More Cash!

Comfort Delgro (CD): Zig and EV Charging Station

ComfortDelgro (CD): Buy On (Temp) Weakness

High Conviction Ideas 2021 Update: Travel Bubble, Taxi

Gravity Works As WeWork Doesn't; Now Plan B

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>Although the Singapore government has brought back the phase 2 heightened alert requirement that prohibits dining-in just last week, the co-chair of the multi-ministry task force, Lawrence Wong, announced today that the Singapore government will review the COVID-19 restrictions in early August only for the vaccinated people. </p><p>As the restrictions are potentially going to be eased off including allowing dining-in, the coming back of the working in the office rather than from home, and the ability to travel overseas are back again, there will be an increase in the mobility rate and <a href="https://www.smartkarma.com/entities/comfortdelgro-corp-ltd" target="_blank" data-smartkarma-citation="entities:497:1" rel="noopener">Comfortdelgro Corp (CD SP)</a> is the main beneficiary through the higher traffic in the domestic travel (through MRT and busses) and also the overseas trip through higher taxi ridership. </p>

Although the Singapore government has brought back the phase 2 heightened alert requirement that prohibits dining-in just last week, the co-chair of the multi-ministry task force, Lawrence Wong, announced today that the Singapore government will review the COVID-19 restrictions in early August only for the vaccinated people. As the restrictions are potentially going to be eased off including allowing dining-in, the coming back of the working in the office rather than from home, and the ability to travel overseas are back again, there will be an increase in the mobility rate and Comfortdelgro Corp (CD SP) is the main beneficiary through the higher traffic in the domestic travel (through MRT and busses) and also the overseas trip through higher taxi ridership. 

Comfort Delgro (CD): Pandemic to Endemic Beneficiary