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

Nippon Indosari Corpindo (ROTI IJ) ​- A Baker's Dozen - On the Ground in J-Town

Nippon Indosari Corpindo (ROTI IJ) - Enter the Baker!

Nippon Indosari Corpindo (ROTI IJ) - A Dominant Staple for Hard Times

ROTI: Bread Goes for Abroad and Digitization

ROTI - Daily Bread Dominator - Company Visit

The Nyepi Week that Was in ASEAN@Smartkarma - Infrastructure, Pizza, and Uber

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

PT Nippon Indosari Corpindo Tbk. (ROTI) / Equity Bottom-Up

PT Nippon Indosari Corpindo Tbk. (ROTI) (ROTI IJ)

<p>I had a call with the management to find out about internet business contribution from Go-Food, Ramadhan period on revenue for the 2Q, and sales channel. </p>
<p>During the call, the management gave a background on the product boycott in 2016 (that was resolved immediately after it took place), expansion of production and the R&amp;D team in 2017 followed by a release of 45 new SKUs in the market which spilled over to the Q1 2018. </p>
<h2>Sales Channel &amp; Inventory</h2>
<p>ROTI has 2 main sales channel; general trade…</p>

I had a call with the management to find out about internet business contribution from Go-Food, Ramadhan period on revenue for the 2Q, and sales channel. 
During the call, the management gave a background on the product boycott in 2016 (that was resolved immediately after it took place), expansion of production and the R&amp;D team in 2017 followed by a release of 45 new SKUs in the market which spilled over to the Q1 2018. 
Sales Channel &amp; Inventory
ROTI has 2 main sales channel; general trade…

Sari (ROTI): Long-Term Positive But No near Term Catalyst in FY 2018