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

MYEG: Vaccine and Concession - Worries Unfounded

MyEG (MYEG): Another Unfounded Accusation - Opportunity to Add?

My EG (MyEG): A Move to Become Regional Player

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

<p><a href="https://www.smartkarma.com/entities/my-eg-services-bhd" target="_blank" data-smartkarma-citation="entities:19765:1" rel="noopener">My E.G. Services (MYEG MK)</a> , unlike other companies, has the luxury to pivot its business model depending on what the Malaysian government requires. It was providing a permit e-renewal and now it has evolved to providing COVID-19 related service offerings. </p><p>The public's concern on MyEG has always been whether it has ties to a specific government's regime. It does not have a tie to a particular government regime due to its unique business model that the company offers free help for the governments and only asks for traffic and the company will make an effort to upsell certain products through the provided traffic.</p><div class="content-highlight"><p>It has survived two governments so far, and I would think they would survive the upcoming government too due to the unique business model. </p></div>

My E.G. Services (MYEG MK) , unlike other companies, has the luxury to pivot its business model depending on what the Malaysian government requires. It was providing a permit e-renewal and now it has evolved to providing COVID-19 related service offerings. The public's concern on MyEG has always been whether it has ties to a specific government's regime. It does not have a tie to a particular government regime due to its unique business model that the company offers free help for the governments and only asks for traffic and the company will make an effort to upsell certain products through the provided traffic.It has survived two governments so far, and I would think they would survive the upcoming government too due to the unique business model. 

My E.G. Services

MYEG: Providing Help for Malaysia