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

Haidilao: Cornerstone Investors and Top of the Range

Haidilao IPO – A Popular Niche Restaurant or the Next McDonald’s?

Haidilao (6862 HK) IPO: Know When to Say No

Haidilao (海底捞) IPO: Appealing Valuation at the Low End for a Branded National Champion (Part 4)

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

Haidilao International Holding / Equity Bottom-Up

Haidilao's upcoming IPO is lauded as one of the biggest IPO in 2018 and more importantly, it is a non-technology related business and domestic centric without any potential from being hurt by the ongoing trade war. In this note, we will discuss Haidilao's key strengths, related party transactions, the comparables and real competitors of Haidilao and growth strategy.

Haidilao's upcoming IPO is lauded as one of the biggest IPO in 2018 and more importantly, it is a non-technology related business and domestic centric without any potential from being hurt by the ongoing trade war. In this note, we will discuss Haidilao's key strengths, related party transactions, the comparables and real competitors of Haidilao and growth strategy. 

Haidilao IPO: Hotpot for the Flu from Trade War