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

CS Wind Announces A Rights Offering Worth 350 Billion Won: #1 Player in Korea in Wind Towers

Identifying KOSPI Size Migration Candidates & Assessing Proactive Setup Feasibility

CS Wind: Expansion of Wind Tower Production Capacity & MSCI Korea Inclusion Candidate in 2H23/2024

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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

<ul>
<li>
<a href="https://www.smartkarma.com/entities/cs-wind-corp" target="_blank" data-smartkarma-citation="entities:4883:1" rel="noopener">CS Wind Corp (112610 KS)</a> is one of the biggest players in wind tower globally with a substantial presence in the US. </li>
<li>Excellent Q2 24 operating numbers led to a sharp increase in the share price that is mainly driven by short covering. </li>
<li>The revenue growth occurred without sacrificing profitability, a sign that the company is in the driving seat.</li>
</ul>



CS Wind Corp (112610 KS) is one of the biggest players in wind tower globally with a substantial presence in the US. 
Excellent Q2 24 operating numbers led to a sharp increase in the share price that is mainly driven by short covering. 
The revenue growth occurred without sacrificing profitability, a sign that the company is in the driving seat.


CS Wind Corp

CS Wind (112610): Excellent Q2