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>Proton, a struggling Malaysian car maker, received an injection of MYR 1.5 bn from Malaysian government that can be disbursed upon finding a strategic foreign investor by Q1 2017. Geely is reportedly the front runner for this race. Khazanah and Malaysian government are no longer shareholders as they sold their stakes to DRB Hicom, which could speed up negotiation talk. </p><p>The share price has risen 39% since the end of November 2016 to date but should the strategic deal is finalized and turn-around is successful, Proton could be in the long term work to turn the company around and change the South East Asia auto manufacturing landscape.</p>

Proton, a struggling Malaysian car maker, received an injection of MYR 1.5 bn from Malaysian government that can be disbursed upon finding a strategic foreign investor by Q1 2017. Geely is reportedly the front runner for this race. Khazanah and Malaysian government are no longer shareholders as they sold their stakes to DRB Hicom, which could speed up negotiation talk. The share price has risen 39% since the end of November 2016 to date but should the strategic deal is finalized and turn-around is successful, Proton could be in the long term work to turn the company around and change the South East Asia auto manufacturing landscape.

DRB-Hicom Bhd

Proton: The Rise of the Machine?