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

IPhone 8/X Oct Checks and AAPL Margin and Unit Growth Implications

National Treasure: Sri Rejeki Isman or Sritex

IPhone Shipment; EVT Specs and Trump Tariff

2018 IPhone EVT Update:  Prioritizing Cost Reduction, Expecting Another Muted Cycle

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

Thematic (Sector/Industry)

Indonesia Consumer durables and apparel / Thematic (Sector/Industry)

Below is my conversation with an Indonesian high net worth who is keen to find insight on how the current trade war impacts Indonesian equities.Q: How do u see the impact of the trade war?A: It is bad for an export-driven economy i.e. China. The iPhone suppliers i.e. the <a href="https://www.smartkarma.com/entities/12852" target="_blank" data-smartkarma-citation="entities:12852:1">Pegatron Corp (4938 TT)</a> , <a href="https://www.smartkarma.com/entities/11950" target="_blank" data-smartkarma-citation="entities:11950:1">Foxconn Technology Co Ltd (2354 TT)</a> , <a href="https://www.smartkarma.com/entities/6544" target="_blank" data-smartkarma-citation="entities:6544:1">AAC Technologies Holdings Inc (2018 HK)</a> , are getting hit massively. The Chinese government has retaliated but they don’t want this (trade war) to happen either. The…

Below is my conversation with an Indonesian high net worth who is keen to find insight on how the current trade war impacts Indonesian equities.Q: How do u see the impact of the trade war?A: It is bad for an export-driven economy i.e. China. The iPhone suppliers i.e. the Pegatron Corp (4938 TT) , Foxconn Technology Co Ltd (2354 TT) , AAC Technologies Holdings Inc (2018 HK) , are getting hit massively. The Chinese government has retaliated but they don’t want this (trade war) to happen either. The…

Indo Stocks During Trade War: What to Do?