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

BBSP ASIA Equity Asia Weekly Research - 19 Sep 2018

Equity Bottom-Up

<p>Zensho’s share price has rallied 28% this year was fuelled by the high increase of 68% in the operating profit on the 2Q of 2017 Fiscal year end.  The company has completed 11 acquisitions for the past 15 years to fuel its growth. The company has also taken a direction to have upstream and downstream business integration. They also invested into the aging population business by acquiring Kagayaki, a nursing care service company in January 2014.</p>

Zensho’s share price has rallied 28% this year was fuelled by the high increase of 68% in the operating profit on the 2Q of 2017 Fiscal year end.  The company has completed 11 acquisitions for the past 15 years to fuel its growth. The company has also taken a direction to have upstream and downstream business integration. They also invested into the aging population business by acquiring Kagayaki, a nursing care service company in January 2014.

Zen at the Top? Tough when You Have Low Single Digit Growth and Stiff Competition!

Zensho Holdings

Zen at the Top? Tough when You Have Low Single Digit Growth and Stiff Competition!