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Henry Soediarko
Asian Insight Provider - Actionable ideas
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CrossASEAN Research
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Location:
Singapore
Joined:
01 November 2016
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Indonesia
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Equity Bottom-Up
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bullish
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Xinyi Glass Holdings
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31 May 2024 15:00
Xinyi Glass (868): Beneficiary of Chinese RE Rejuvenation
Xinyi Glass, makers of float glass in China, will benefit from home ownership relaxation policies in China. Currently trades at 7x PER with 6% yield.
Henry Soediarko
415 Views
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bullish
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Cafe De Coral Holdings
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13 May 2024 10:42
Cafe De Coral (341 HK): Immediate Upside
Cafe De Coral struggles to rebound post-COVID, while Haidilao International Holding sees share price rally alongside market indices. Profit alert...
Henry Soediarko
351 Views
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bearish
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Sido Muncul
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09 May 2024 17:12
Sido Muncul (SIDO): Take Your Win First
After a poor year last year, SIDO operating numbers come back in Q4 23 and even more so in Q1 24 due to revenue growth and cost cutting exercise....
Henry Soediarko
262 Views
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bullish
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Keisei Electric Railway Co
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30 Apr 2024 22:58
Keisei Electric Rail (9009): For Relative Value Trade
Keisei's management received another pressure from activist investor to divest more stakes in Oriental Land. Weak Yen will help to bring tourists...
Henry Soediarko
433 Views
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bullish
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Far East Hospitality Trust
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25 Mar 2024 21:33
Far East Hospitality Trust (FEHT): Swift Effect
Far East Hospitality Trust hotels (74% of the revenue) should be beneficiaries of the Swift concert mania, but so far the share price has not gone...
Henry Soediarko
358 Views
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