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

Geely: Vehicle Maker to Win on Local Demand, New SUV

Geely : Scenarios for 2017 / November 2016 Sales Update

Equity Bottom-Up

<p>The recent news that Greatwall Motors did a price cut earlier this year compared to last year’s, which they did in June, has caused auto manufacturers’ share price to tumble:</p><ol>
<li>Geely -10.08%</li>
<li>Greatwall Motor -8.87%</li>
<li>BAIC Motor -2.8%</li>
<li>GAC Group -10.44%</li>
</ol><p>Customers could join a red packet lucky draw and win a maximum RMB4,999 discount on some car models. The red packet promotion campaign will last from March to May, with estimated amount as high as RMB 1 billion. Some brokers mentioned that it is to counter…</p>

The recent news that Greatwall Motors did a price cut earlier this year compared to last year’s, which they did in June, has caused auto manufacturers’ share price to tumble:
Geely -10.08%
Greatwall Motor -8.87%
BAIC Motor -2.8%
GAC Group -10.44%
Customers could join a red packet lucky draw and win a maximum RMB4,999 discount on some car models. The red packet promotion campaign will last from March to May, with estimated amount as high as RMB 1 billion. Some brokers mentioned that it is to counter…

Geely Auto

SUV Price Cut