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

Keisei Electric (9009): Ridership and Price Hike

Keisei Electric (9009): The Chinese Are Back.

Keisei Electric Rail (9009): Can Be Higher

StubWorld: Mickey Upstages Keisei Electric

Keisei Electric: Needs to Draw Activists Fast

Keisei Electric: Needs Activists to Push the Market

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

Keisei Electric Railway Co / Equity Bottom-Up

<ul>
<li>Japan's tourism scene is back in action albeit still missing a contribution from China.</li>
<li>On-The-Ground research in Japan has confirmed the above point and the crowded Narita airport.</li>
<li>
<a href="https://www.smartkarma.com/entities/keisei-electric-railway-co" target="_blank" data-smartkarma-citation="entities:10876:1" rel="noopener">Keisei Electric Railway Co (9009 JP)</a>operates Skyliner which connects Narita Airport to downtown Tokyo. </li>
</ul>


Japan's tourism scene is back in action albeit still missing a contribution from China.
On-The-Ground research in Japan has confirmed the above point and the crowded Narita airport.

Keisei Electric Railway Co (9009 JP)operates Skyliner which connects Narita Airport to downtown Tokyo. 


Pan Pacific International Holdings (7532 JP)

Keisei (9009): Connecting Narita and Tokyo