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

Bluebird: Heavy Wings Due to Heavy SHIA Express Carriage

Jakarta Traffic - On the Ground Observation

Sido Muncul: Your Herbal Remedy Solution that Pays 5% Dividend

National Treasure: Sri Rejeki Isman or Sritex

Blue Bird - A Foot in Both Offline and Online Camps - On the Ground in J-Town

Equity Bottom-Up

<h2>Airport Express J-Town</h2><p>The train is expected to start with 40 trips a day, taking passengers from Sudirman Baru Station to Soekarno Hatta International Airport (SHIA). The train can carry <strong>272</strong> passengers per trip, or equal to 35,000 passengers per day. It was supposed to start in July this year but delayed to 1st of December. The ride is expected to take 45-55 minutes from Manggarai station at South Jakarta to SHIA station with a headway of 15 minutes; which is only 30% from the last time I took a…</p>

Airport Express J-TownThe train is expected to start with 40 trips a day, taking passengers from Sudirman Baru Station to Soekarno Hatta International Airport (SHIA). The train can carry 272 passengers per trip, or equal to 35,000 passengers per day. It was supposed to start in July this year but delayed to 1st of December. The ride is expected to take 45-55 minutes from Manggarai station at South Jakarta to SHIA station with a headway of 15 minutes; which is only 30% from the last time I took a…

How to Get to Soekarno-Hatta Airport? Train or Bird?