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

Smartkarma Corporate Webinar | FEHT: Is the Hospitality Sector Out of the Woods Yet?

Far East Hospitality Trust (FEHT): Stable in Slow Recovery

ComfortDelgro (CD): Re-Discover Singapore

Airport of Thailand (AOT): Soon or Later?

ComfortDelgro (CD): Higher Mobility Expected

Comfort Delgro (CD): Staycation, Expo and No More Rental Relief

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

Far East Hospitality Trust / Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/far-east-hospitality-trust" target="_blank" data-smartkarma-citation="entities:19061:1" rel="noopener">Far East Hospitality Trust (FEHT SP)</a> is the only hospitality REITs in Singapore with a 100% domestic hospitality exposure and a higher fixed rental component that brings a defensive element during a difficult market environment. 
ICA has announced that Mainland Chinese tourists may seek entry to Singapore by applying for Air Travel Pass without the need of being quarantined if tested COVID-19 negative. Mainland Chinese makes up the largest constituents of tourists in Singapore. 
Despite having a higher fixed rental revenue component compared to the peer, the company has only outperformed the peers by 10% and at 23x PER, it is not too expensive considering the rebound potential.

Far East Hospitality Trust (FEHT SP) is the only hospitality REITs in Singapore with a 100% domestic hospitality exposure and a higher fixed rental component that brings a defensive element during a difficult market environment. 
ICA has announced that Mainland Chinese tourists may seek entry to Singapore by applying for Air Travel Pass without the need of being quarantined if tested COVID-19 negative. Mainland Chinese makes up the largest constituents of tourists in Singapore. 
Despite having a higher fixed rental revenue component compared to the peer, the company has only outperformed the peers by 10% and at 23x PER, it is not too expensive considering the rebound potential. 

Dorsett Hospitality International (2266 HK)

Far East Hospitality Trust (FEHT): Beneficiary of Opening Up