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

Zhuzhou CRRC Times Electric (3898): Growth at a Discounted Valuation

BYD (1211) Vs Tesla (TSLA): Fight over China

CRRC (1766 HK): Buying Opportunity Is Back, Don't Miss Again

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

Zhuzhou CRRC Times Electric Co., Ltd. / Equity Bottom-Up

Zhuzhou CRRC Times Electric Co., Ltd. (3898 HK)

<ul>
<li>The new product in IGBT for NEV will be the main driver going ahead riding on the growing EV ecosystem in China.</li>
<li>The recent sell-off provides a good entry point for new investors. For those who are already invested, it provides an opportunity to add at a better price. </li>
<li>It is a lesser-known NEV name in China that is still trading at a lower valuation compared to the mega-cap names such as CATL and BYD. </li>
</ul>


The new product in IGBT for NEV will be the main driver going ahead riding on the growing EV ecosystem in China.
The recent sell-off provides a good entry point for new investors. For those who are already invested, it provides an opportunity to add at a better price. 
It is a lesser-known NEV name in China that is still trading at a lower valuation compared to the mega-cap names such as CATL and BYD. 


ZZ CRRC Times Electric (3898): Electrification