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

Starhub (STH): Not as Bad as People Thought

Starhub (STH): Suffers from Seniors Go Digital?

Starhub (STH): Disney Is Coming but Enterprise Is Gaining Momentum

Channel Checks - Poor Read Across M1, but PayTV Is the Silent Killer for StarHub

Starhub's Mobile & PayTV Businesses Struggling. Gains from Enterprise Services the Bright Spot.

M1 Shows Positive Service Revenue Trends Ahead of TPG's Entry.

Singapore Telcos Struggle Ahead of TPG Entry. Mostly Weak Results

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

<p>As one of the country equipped with high speed internet, Singaporean have enjoyed the benefit of being able to watch TV in their mobile gadgets ( <a href="https://www.smartkarma.com/entities/netflix-inc" target="_blank" data-smartkarma-citation="entities:20451:1" rel="noopener">Netflix Inc (NFLX US)</a> , Toggle, Starhub and Singtel TV) but what do they really want to watch? In this insight, we will discuss the following:</p><ol>
<li>Revenues Breakdown</li>
<li>Competitive landscape - online player</li>
<li>Kids TV</li>
<li>The real Edge</li>
<li>Verdict for Pay TV </li>
</ol>

As one of the country equipped with high speed internet, Singaporean have enjoyed the benefit of being able to watch TV in their mobile gadgets ( Netflix Inc (NFLX US) , Toggle, Starhub and Singtel TV) but what do they really want to watch? In this insight, we will discuss the following:
Revenues Breakdown
Competitive landscape - online player
Kids TV
The real Edge
Verdict for Pay TV 


StarHub Ltd

Starhub (STH): Pay TV Singapore