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

Even a Better Timing to Own GMA7: Increase in Yield and Cheaper Valuation

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)

Philippines Financials / Thematic (Sector/Industry)

<p>President Rodrigo reportedly was very upset with the Kuwait government after the incident that left the 29-year-old Joanna Demafelis, an OFW, dead and found in the freezer in a Kuwaiti flat last earlier this month. The Philippine foreign affairs department mentioned on Monday, Feb 12 that they will ban new employment in Kuwait, including Filipinos who had already obtained employment permits but had not yet left for Kuwait. The Philippine government would shoulder the cost for the migrants'…</p>

President Rodrigo reportedly was very upset with the Kuwait government after the incident that left the 29-year-old Joanna Demafelis, an OFW, dead and found in the freezer in a Kuwaiti flat last earlier this month. The Philippine foreign affairs department mentioned on Monday, Feb 12 that they will ban new employment in Kuwait, including Filipinos who had already obtained employment permits but had not yet left for Kuwait. The Philippine government would shoulder the cost for the migrants'…

OFW Exiting Kuwait? Impact on the Philippine's Economy