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

DNL Industries: Your Research-Driven Consumer Company in the Philippines.

Selamat Sempurna - Filtering the World - On the Ground in J-Town

A Talk with Sritex on New Acquisition and More

DNL: Sticky Customers, Improved Product Mix, Growing Top Line with Increasing Margin

National Treasure: Sri Rejeki Isman or Sritex

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

Samurai 2K Aerosol Ltd / Equity Bottom-Up

<p>Can one make money from spray paint business? What if there is a company that understands how to sell spray paint to the motorcycle owners? <a href="https://www.smartkarma.com/entities/27010" target="_blank" data-smartkarma-citation="entities:27010:1">Samurai 2K Aerosol Ltd (SAMUR SP)</a> may be the answer to that. With a distinctive 2k aerosol spray paint technology and intimate understanding of how ASEAN motorcycle market function, Samurai 2k Aerosol products penetrate to the second and third tier cities in Malaysia and Indonesia with Vietnam and Philippine in the pipeline. <br><br></p>

Can one make money from spray paint business? What if there is a company that understands how to sell spray paint to the motorcycle owners? Samurai 2K Aerosol Ltd (SAMUR SP) may be the answer to that. With a distinctive 2k aerosol spray paint technology and intimate understanding of how ASEAN motorcycle market function, Samurai 2k Aerosol products penetrate to the second and third tier cities in Malaysia and Indonesia with Vietnam and Philippine in the pipeline.   

Samurai Aerosol: Your ASEAN Motorcycle Exposure - A Multi-Bagger Potential