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

Tesla Inc. – SEC Overreaching to Pin Musk; Unlikely to Succeed

Evergrande Health: Too Much Excitement Is Not Good for Your Heart

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>Evergrande Healthcare's recent legal tussle with Faraday Future (its JV partner) shed some light on how its distance future going to be as part of it is already reflected in the share price. Evergrande's investment in Faraday has won the former a list of IPs and obligation that Faraday failed to perform. The highlight of them all is that Faraday has so far built pre-production car aka zero sales so far. Go figure!</p>

Evergrande Healthcare's recent legal tussle with Faraday Future (its JV partner) shed some light on how its distance future going to be as part of it is already reflected in the share price. Evergrande's investment in Faraday has won the former a list of IPs and obligation that Faraday failed to perform. The highlight of them all is that Faraday has so far built pre-production car aka zero sales so far. Go figure!

Ping An Securities Group (Holdings) (231 HK)

Evergrande Health (708 HK): Heartbreaking Acquisition

Evergrande Auto

Evergrande Health (708 HK): Heartbreaking Acquisition