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

GMA Networks/GMA Holdings (Initiation) - High Quality, Undervalued Media Asset

Even a Better Timing to Own GMA7: Increase in Yield and Cheaper Valuation

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

<h2>During a call with the management, we discussed the following things:</h2><ol>
<li>Free-to-air vs Pay TV</li>
<li>CapEx for new technology</li>
<li>The new market</li>
<li>Dividend Sustained or Possibly Increased?</li>
</ol><h2>Free-to-Air TV is still the medium to go</h2><p>Despite the increasing penetration of internet in the Philippines, television is still the medium with the widest audience reach. It reaches 100% of urban population in the Philippines, while radio listenership reaches 74% and internet penetration is still 63%. Although active internet…</p>

During a call with the management, we discussed the following things:
Free-to-air vs Pay TV
CapEx for new technology
The new market
Dividend Sustained or Possibly Increased?
Free-to-Air TV is still the medium to goDespite the increasing penetration of internet in the Philippines, television is still the medium with the widest audience reach. It reaches 100% of urban population in the Philippines, while radio listenership reaches 74% and internet penetration is still 63%. Although active internet…

Gma Holdings

GMA7: Destiny Changing Dongle