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

Equity Bottom-Up

Lottery and gambling are typically capital intensive business with retiree and older people traditionally are the main customers. But what if there is a company that has secured a 5-year reselling rights on internet, are able to generate ROE that is 2x higher than the owner of the lottery, zero debt, and the creator of the lottery has become a shareholder to the company as well that eliminate the downside risk of the reselling rights to not be renewed? Combined that with the younger demographics in Australia and wave of new immigrants that come from Asia, as well as a supportive new technological trend to receive notifications that are accessible on multiple devices, <a href="https://www.smartkarma.com/entities/11495" target="_blank" data-smartkarma-citation="entities:11495:1">Jumbo Interactive Ltd (JIN AU)</a> is the right option if an investor want to get an exposure to a small cap in a more liquid market such as Australia.

Lottery and gambling are typically capital intensive business with retiree and older people traditionally are the main customers. But what if there is a company that has secured a 5-year reselling rights on internet, are able to generate ROE that is 2x higher than the owner of the lottery, zero debt, and the creator of the lottery has become a shareholder to the company as well that eliminate the downside risk of the reselling rights to not be renewed? Combined that with the younger demographics in Australia and wave of new immigrants that come from Asia, as well as a supportive new technological trend to receive notifications that are accessible on multiple devices, Jumbo Interactive Ltd (JIN AU) is the right option if an investor want to get an exposure to a small cap in a more liquid market such as Australia. 

JUMBO Interactive: Your Ticket to Jumbo Win, Mate!