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

The Week That Was in ASEAN@Smartkarma - My E.G. Services, Keppel Corp, and Adaro Energy's BuyBack

Bank Rakyat Indonesia: A Gold Standard in Micro Loans Lending

My EG Services (MYEG MK): Mind-Boggling Financial Metrics and Nosebleed Valuations, Dangerous Combo?

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>Due to the recent news by the Malaysian government that aims to in-house the e-government service, <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> share price fell, similar to the 2018 event.</li>
<li>Revenue from the Philippines business went up 5x and contributed up to USD 91 million, or around 52% of FY 2021 total revenue. </li>
<li>It gives a great opportunity for investors who believe in MYEG's story to start building position.</li>
</ul>


Due to the recent news by the Malaysian government that aims to in-house the e-government service, My E.G. Services (MYEG MK) share price fell, similar to the 2018 event.
Revenue from the Philippines business went up 5x and contributed up to USD 91 million, or around 52% of FY 2021 total revenue. 
It gives a great opportunity for investors who believe in MYEG's story to start building position.


MYEG: Still Misunderstood, an Opportunity to Own