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

Jasamarga (JSMR): Increase Awareness + Launch of ABS = Higher Share Price?

United Tractors - Heavy Set yet Nimble - 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

Thematic (Sector/Industry)

Indonesia Transportation infrastructure / Thematic (Sector/Industry)

<p>In my previous note, I have written about how the new SHIA express could give <a href="https://www.smartkarma.com/entities/19482" target="_blank" data-smartkarma-citation="entities:19482:1">Blue Bird (BIRD IJ)</a> a run for their money. Last week, I had the opportunity to personally experience the improvement in the infrastructure condition that holds the country's back for a long time. </p><h2>Odd &amp; Even</h2><p>Despite the fact that MRT and LRT development has narrowed the road, traffic has never been better thanks to the odd and even plate number rule. The previous Jakarta governor came up with the odd-even number rule on…</p>

In my previous note, I have written about how the new SHIA express could give Blue Bird (BIRD IJ) a run for their money. Last week, I had the opportunity to personally experience the improvement in the infrastructure condition that holds the country's back for a long time. Odd &amp; EvenDespite the fact that MRT and LRT development has narrowed the road, traffic has never been better thanks to the odd and even plate number rule. The previous Jakarta governor came up with the odd-even number rule on…

Jakarta Traffic - On the Ground Observation