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

Indonesian Infrastructure - UnUsual Suspects

Beverage in Indonesia: Quench Your Thirst!

PT Aneka Gas Industri - A Breath of Fresh Air - On the Ground in J-Town

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

<p>The government of Republic Indonesia has published a rule on the export-import related activity for coal, CPO and rice in Permendag No 82/2017 to use Indonesian companies for sea transport and insurance, to improve the competitiveness of the marine transport sector in the global market. The rule will commence on the 26th April 2018 and in the future, it will not be limited to CPO, coal, and rice but also to other commodities. </p><p>This should be positive for oil and gas transport names in Indonesia…</p>

The government of Republic Indonesia has published a rule on the export-import related activity for coal, CPO and rice in Permendag No 82/2017 to use Indonesian companies for sea transport and insurance, to improve the competitiveness of the marine transport sector in the global market. The rule will commence on the 26th April 2018 and in the future, it will not be limited to CPO, coal, and rice but also to other commodities. This should be positive for oil and gas transport names in Indonesia…

Indo Sea Transport: Supportive Government Rules + Capital Raising

Soechi Lines

Indo Sea Transport: Supportive Government Rules + Capital Raising