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

Visit to a Clarks Store in London, A New CEO, & The Surprising Popularity of Clarks' Wallabees

ECM Weekly (31st October 2021) - Patym, PolicyBazaar, Nykaa, HeMo, Clover Bio, UJU, Airdoc, Mitratel

FTSE China 50 Index Rebalance: One Set of Changes, Capping Take Turnover to 5%

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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

<ul>
<li>Norges Bank excludes <a href="https://www.smartkarma.com/entities/li-ning-co-ltd" target="_blank" data-smartkarma-citation="entities:6047:1" rel="noopener">Li Ning (2331 HK)</a> from its list due to poor labor practices/human rights issues.</li>
<li>Today's share price could be a telltale sign of the near-term prospect, down when the majority are up. </li>
<li>Will the other international shareholders follow suit on dumping the shares because of the human rights abuse? Potentially yes. </li>
</ul>


Norges Bank excludes Li Ning (2331 HK) from its list due to poor labor practices/human rights issues.
Today's share price could be a telltale sign of the near-term prospect, down when the majority are up. 
Will the other international shareholders follow suit on dumping the shares because of the human rights abuse? Potentially yes. 


Li Ning

Li Ning (2331): SWF Exclusion