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

Valuations May Prove Key As Early Japanese Results Highlight Sell-Side Optimism

Shimano (7309 JP) | EU Tax Cuts Keep Cycle Boom Rolling

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

<ul>
<li>Channel checks with <a href="https://www.smartkarma.com/entities/merida-industry-co-ltd" target="_blank" data-smartkarma-citation="entities:12226:1" rel="noopener">Merida Industry (9914 TT)</a> and <a href="https://www.smartkarma.com/entities/giant-manufacturing-co-ltd" target="_blank" data-smartkarma-citation="entities:9014:1" rel="noopener">Giant Manufacturing (9921 TT)</a> on the Asia order book provide color on Shimano's results so far. </li>
<li>Channel checks with the Dutch <a href="https://www.smartkarma.com/entities/accell-group" target="_blank" data-smartkarma-citation="entities:21089:1" rel="noopener">Accell Group (ACCEL NA)</a> also do not show any encouraging data either. </li>
<li>Share buyback will provide short term relief but it won't make revenue growth rate to be as high as early 2021. </li>
</ul>


Channel checks with Merida Industry (9914 TT) and Giant Manufacturing (9921 TT) on the Asia order book provide color on Shimano's results so far. 
Channel checks with the Dutch Accell Group (ACCEL NA) also do not show any encouraging data either. 
Share buyback will provide short term relief but it won't make revenue growth rate to be as high as early 2021. 


Shimano (7309): Bumpy Part 2 - Channel Checks

Shimano Inc

Shimano (7309): Bumpy Part 2 - Channel Checks