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

Sritex (SRIL): Protectionist Rule Beneficiary

The Week That Was in ASEAN@Smartkarma - ASEAN Retail, Indonesian Pipes, and Textiles

Sritex (SRIL): Undervalued with More Products and B2C

National Treasure: Sri Rejeki Isman or Sritex

Selamat Sempurna - More than Just a Filter - On the Ground in J-Town

Growth Names in Asia You Probably Have Not Heard About but Can Invest In....

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

Thematic (Sector/Industry)

Indonesia Industrials / Thematic (Sector/Industry)

<h2>IDR history</h2><p>There were two weak business practices of Indonesian companies that made them very susceptible for IDR weakening against USD prior to Asia Financial Crisis in 1997; having debt denominated in USD and too much reliance on the domestic economy. Post-AFC, corporates have learned to be much more prudent in its borrowing policy; a practice that has made Indonesian corporates with one of the more modest borrowing practice in the world. Many listed corporates still focus on the domestic…</p>

IDR historyThere were two weak business practices of Indonesian companies that made them very susceptible for IDR weakening against USD prior to Asia Financial Crisis in 1997; having debt denominated in USD and too much reliance on the domestic economy. Post-AFC, corporates have learned to be much more prudent in its borrowing policy; a practice that has made Indonesian corporates with one of the more modest borrowing practice in the world. Many listed corporates still focus on the domestic…

SMSM, SRIL, and WOOD: The Beneficiaries of Weakening IDR