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

Takasago Thermal (1969) Will Easily Beat Cautious Estimates and There Will Be More Growth Next Year.

Tokyo Electron (8035 JP): Dubious Guidance

NVIDIA: Waiting on Blackwell, and the Networking Question

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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

Takasago Thermal Engineering / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/takasago-thermal-engineering" target="_blank" data-smartkarma-citation="entities:2165:1" rel="noopener">Takasago Thermal Engineering (1969 JP)</a> is one of the top 10 players in Japan for energy efficiency players for industrial clients, especially semiconductors. </li>
<li>Japan Metropolitan Govt bought stake in Rapidus, signifying a potential long-term business potential for Takasago Thermal Engineering. </li>
<li>Valuation is no longer dirt cheap but still at a favorable level given its potential enlarged revenue growth. </li>
</ul>



Takasago Thermal Engineering (1969 JP) is one of the top 10 players in Japan for energy efficiency players for industrial clients, especially semiconductors. 
Japan Metropolitan Govt bought stake in Rapidus, signifying a potential long-term business potential for Takasago Thermal Engineering. 
Valuation is no longer dirt cheap but still at a favorable level given its potential enlarged revenue growth. 


Takasago Thermal Engineering (1969): Start of Multi-Year Bull