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

Malaysia Boleh: Democracy Wins Big as Malaysia Chooses a Multi-Racial Compact

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)

Malaysia Transportation infrastructure / Thematic (Sector/Industry)

<h2>HSR KL Singapore</h2>Just a few days after saying that the HSR project between KL and Singapore is canceled, current Malaysia PM has re-clarified his position saying that it is merely delayed and not totally scrapped - quoting that the heavy budget burden that Malaysia is undergoing right now. Despite this, <a href="https://www.smartkarma.com/entities/14363" target="_blank" data-smartkarma-citation="entities:14363:1">Gamuda Bhd (GAM MK)</a> share price has gone down by 35%. The estimated cost of the HSR is around MYR 72 billion, around 20% of the estimated 2018 total GDP of Malaysia - a behemoth project for the…

HSR KL SingaporeJust a few days after saying that the HSR project between KL and Singapore is canceled, current Malaysia PM has re-clarified his position saying that it is merely delayed and not totally scrapped - quoting that the heavy budget burden that Malaysia is undergoing right now. Despite this, Gamuda Bhd (GAM MK) share price has gone down by 35%. The estimated cost of the HSR is around MYR 72 billion, around 20% of the estimated 2018 total GDP of Malaysia - a behemoth project for the…

KL - SG HSR: Repositioning