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

Geely : Scenarios for 2017 / November 2016 Sales Update

Geely: October 2016 Crazy Month, Got to Look Beyond Though

China Autos Correlation with Property: The Case to Be Bearish Now

Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

<p>The Chinese government has <em>finally</em> provided the push for EV sector in China needs. However, there are companies out there claiming the subsidies fraudulently which may lead to the decrease in the subsidy being handed out next year. In addition to that, there is a big difference on how two of the Chinese EV manufacturers manage their production and finances. Combined the three together, this provides a market neutral opportunity with EV exposure in China. </p>

The Chinese government has finally provided the push for EV sector in China needs. However, there are companies out there claiming the subsidies fraudulently which may lead to the decrease in the subsidy being handed out next year. In addition to that, there is a big difference on how two of the Chinese EV manufacturers manage their production and finances. Combined the three together, this provides a market neutral opportunity with EV exposure in China. 

Lifestyle International Holdings (1212 HK)

Beijing Baofeng Technology Co (300431 CH)

Nanjing Xinjiekou Department S (600682 CH)

China Shipbuilding Industry Group Power (600482 CH)

Chinese Universe Publishing&Media (600373 CH)

Meinian Onehealth Healthcare H (002044 CH)

China Tourism Group Duty Free Corp Ltd (601888 CH)

Chongqing Changan Automobile Company (200625 CH)

Shenzhen Overseas Chinese (A) (000069 CH)

Beijing Gehua Catv Network Co, Ltd. (600037 CH)

Songcheng Performance Development (300144 CH)