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

Equity Bottom-Up

<p>Lembaga Tabung Haji (the pilgrimage fund) which has around <a href="http://www.asiaasset.com/news/PilgrimsFund_CEO_SG2604_FS_DM.aspx" target="_blank">US$15 billion</a> under management, has bought additional 1.75 million <a href="https://www.smartkarma.com/entities/19627" target="_blank" data-smartkarma-citation="entities:19627:1">DRB-Hicom Bhd (DRB MK)</a> shares last week which made them a substantial shareholder owning around 5%. </p><p>The move could be seen as a support by the local player to defend DRB share price post the tumble after <a href="https://www.smartkarma.com/entities/127" target="_blank" data-smartkarma-citation="entities:127:1">Geely Automobile Holdings Ltd (175 HK)</a> 's chairman mentioned that he may abandon the plan to buy Proton as DRB's management keep on changing their plan. In reference to…</p>

Lembaga Tabung Haji (the pilgrimage fund) which has around US$15 billion under management, has bought additional 1.75 million DRB-Hicom Bhd (DRB MK) shares last week which made them a substantial shareholder owning around 5%. The move could be seen as a support by the local player to defend DRB share price post the tumble after Geely Automobile Holdings Ltd (175 HK) 's chairman mentioned that he may abandon the plan to buy Proton as DRB's management keep on changing their plan. In reference to…

DRB-Hicom Bhd

Pilgrimage Support to the Machine