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Henry Soediarko
Asian Insight Provider - Actionable ideas
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CrossASEAN Research
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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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Wasion Group Holdings
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15 Jul 2024 20:10
Wasion (3393): Smart Power Meter
Wasion holding is one of the world's leader in smart power meter with growing customers across the globe and have delivered phenomenal numbers yet...
Henry Soediarko
252 Views
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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
447 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
381 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
289 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
472 Views
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