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

Thoughts on Amazon –What Does Its Valuation Tells Us?

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Okja: The Fight Between Netflix Vs. CJ CGV

Equity Bottom-Up

<ul><li>The company trades at 5 year low PE </li><li>Share price lost 42% since peak</li><li>6.5% dividend yield</li><li>Stable revenue from high TV ownership, and top quality client with business that is integrated in day to day living</li><li>TV Is Still the Preferred Medium of Advertisement</li><li>Owner is keen to sell as with such a low valuation, M&amp;A seems like a very possible catalyst</li></ul>

The company trades at 5 year low PE Share price lost 42% since peak6.5% dividend yieldStable revenue from high TV ownership, and top quality client with business that is integrated in day to day livingTV Is Still the Preferred Medium of AdvertisementOwner is keen to sell as with such a low valuation, M&amp;A seems like a very possible catalyst

GMA7: TV for Filipinos Around the World with M&A Potential

GMA Network Inc

GMA7: TV for Filipinos Around the World with M&A Potential