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

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Japan Airport (9706): Not the Best Proxy for Japan Reopening.

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Japan Airport Terminal – Ballooning Depreciation into an Uncertain Demand Environment

Japan Airport Terminal (9706): Olympic and COVID-19

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

Japan Airport Terminal Co / Equity Bottom-Up

<p>Investors rushed to buy <a href="https://www.smartkarma.com/entities/japan-airport-terminal-co" target="_blank" data-smartkarma-citation="entities:18034:1" rel="noopener">Japan Airport Terminal Co (9706 JP)</a>as the Go-To campaign in Japan showed early promise of success and the finding of the vaccine and drove the share price to increase by 65% in less than 6 months despite the loss-making 2 quarters, </p>
<p>With the new COVID-19 variant and the uncertainty whether the current vaccine can be used to treat the new mutation of the virus, and the possibly weak quarter ahead as the widespread COVID-19 cases in Japan has halted the Go-To campaign, investors should think it is an opportune time to start shorting <a href="https://www.smartkarma.com/entities/japan-airport-terminal-co" target="_blank" data-smartkarma-citation="entities:18034:1" rel="noopener">Japan Airport Terminal Co (9706 JP)</a> . In addition to that, the company is trading at a 93% premium to the peers' tangible book value multiples. </p>

Investors rushed to buy Japan Airport Terminal Co (9706 JP)as the Go-To campaign in Japan showed early promise of success and the finding of the vaccine and drove the share price to increase by 65% in less than 6 months despite the loss-making 2 quarters, 
With the new COVID-19 variant and the uncertainty whether the current vaccine can be used to treat the new mutation of the virus, and the possibly weak quarter ahead as the widespread COVID-19 cases in Japan has halted the Go-To campaign, investors should think it is an opportune time to start shorting Japan Airport Terminal Co (9706 JP) . In addition to that, the company is trading at a 93% premium to the peers' tangible book value multiples. 

Beijing Capital International Airport (BCIA) (694 HK)

Beijing Capital International Airport (BCIA)

Japan Airport Terminal (9706): Close Border Means Weak Revenues?