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

Market leader in China, with a dominant global position as well

IPhone Shipment; EVT Specs and Trump Tariff

2018 IPhone EVT Update:  Prioritizing Cost Reduction, Expecting Another Muted Cycle

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

Yangtze Optical Fibre And H / Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/yangtze-optical-fibre-and-h" target="_blank" data-smartkarma-citation="entities:83:1" rel="noopener">Yangtze Optical Fibre And H (6869 HK)</a> share price has been sold off due to the ASP pressure and delayed orders from the big telco such as China Mobile and China Telecom. The management has taken the necessary steps such as expense reduction and lower its debt to face lower revenues. Recently they have won a mandate from the Peruvian government to part of the National Broadband Cooperation Project with an estimated amount of USD 400 million that will improve the company's revenue and potentially gross margin due to the ability to charge potentially higher ASPs. The company has the highest net margin with the highest inventory turnover with the lowest valuation ratios compared to its peers. A USD 400 million worth of revenue by the Peruvian government, assuming only 20% will be recognized by this year-end, will add 14% to the total revenue. Brace the short term volatility and take advantage of the low valuation, BUY.

Yangtze Optical Fibre And H (6869 HK) share price has been sold off due to the ASP pressure and delayed orders from the big telco such as China Mobile and China Telecom. The management has taken the necessary steps such as expense reduction and lower its debt to face lower revenues. Recently they have won a mandate from the Peruvian government to part of the National Broadband Cooperation Project with an estimated amount of USD 400 million that will improve the company's revenue and potentially gross margin due to the ability to charge potentially higher ASPs. The company has the highest net margin with the highest inventory turnover with the lowest valuation ratios compared to its peers. A USD 400 million worth of revenue by the Peruvian government, assuming only 20% will be recognized by this year-end, will add 14% to the total revenue. Brace the short term volatility and take advantage of the low valuation, BUY. 

Tongding Interconnection Informtn (002491 CH)

YOFC (6869): ASP Pressure but Saved by Peru