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

Megawide: A Mega Airport Operator in the Making

Even a Better Timing to Own GMA7: Increase in Yield and Cheaper Valuation

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

<a href="https://www.smartkarma.com/entities/23077" target="_blank" data-smartkarma-citation="entities:23077:1">Megawide Construction Corp (MWIDE PM)</a> announced that the new Mactan Cebu Intl Airport is 96% complete and has officially begun the countdown to the launch of the new terminal, three months from the scheduled commissioning in June 2018.Another important announcement from them is that Megawide is undertaking its first project for the Gaisano Group on a mixed-use building in Cebu City. It stated that the contract is worth PH 2.5 billion to develop Taft East Gate Phase 1. The Gaisano group is…

Megawide Construction Corp (MWIDE PM) announced that the new Mactan Cebu Intl Airport is 96% complete and has officially begun the countdown to the launch of the new terminal, three months from the scheduled commissioning in June 2018.Another important announcement from them is that Megawide is undertaking its first project for the Gaisano Group on a mixed-use building in Cebu City. It stated that the contract is worth PH 2.5 billion to develop Taft East Gate Phase 1. The Gaisano group is…

Update on Megawide - MCIA Is Almost Done and Bidding for NAIA