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

Week that Was in China @Smartkarma: Party Congress, Aircraft, Baidu, Sportswear and More Children

Aircraft Leasing Companies: Boring Business?

Singapore Airlines FY17 Results: The Myth of Net Cash

Equity Bottom-Up

China Aircraft Leasing Group Holdings / Equity Bottom-Up

China Aircraft Leasing Group Holdings (1848 HK)

As mentioned in my previous piece  <a href="https://www.smartkarma.com/insights/aircraft-leasing-companies-boring-business" target="_blank" data-smartkarma-citation="insights:10593">Aircraft Leasing Companies: Boring Business?</a>, aircraft leasing business could hold an important place in your investment portfolio; be it your work (managing external money) or your PA for two reasons: high yield ( <a href="https://www.smartkarma.com/entities/9844" target="_blank" data-smartkarma-citation="entities:9844:1">China Aircraft Leasing Group Holdings Ltd (1848 HK)</a> pays 6.8% yield) yet it offers an indirect long-term upside exposure on the rising middle class and urbanization story (when people have more disposable income, they would want to travel more hence more are flying to further holiday destination; similarly for having an upgraded infrastructure from rural to a more urbanized setting). Additionally, they are setting up a new line of business at the other end of the spectrum; aircraft disassembly center. The first one in Asia!

As mentioned in my previous piece  Aircraft Leasing Companies: Boring Business?, aircraft leasing business could hold an important place in your investment portfolio; be it your work (managing external money) or your PA for two reasons: high yield ( China Aircraft Leasing Group Holdings Ltd (1848 HK) pays 6.8% yield) yet it offers an indirect long-term upside exposure on the rising middle class and urbanization story (when people have more disposable income, they would want to travel more hence more are flying to further holiday destination; similarly for having an upgraded infrastructure from rural to a more urbanized setting). Additionally, they are setting up a new line of business at the other end of the spectrum; aircraft disassembly center. The first one in Asia! 

Recycling Business for Aircraft: China Aircraft Leasing Co