Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

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

<ul>
<li>Malaysia's reopening play for the consumption sector is <a href="https://www.smartkarma.com/entities/heineken-malaysia-bhd" target="_blank" data-smartkarma-citation="entities:12647:1" rel="noopener">Heineken Malaysia Bhd (HEIM MK)</a> .</li>
<li>Q1 22 revenue has bounced back to Q4 19 level and higher than Q1 2019 by 33% before taking into account the potential upside since the reopening of the nightlife.</li>
<li>Compared to other consumer names in Malaysia such as Carlsberg Malaysia, British American Tobacco, Nestle (Malaysia), and QL Resources, Heineken Malaysia is trading at a discount.</li>
</ul>


Malaysia's reopening play for the consumption sector is Heineken Malaysia Bhd (HEIM MK) .
Q1 22 revenue has bounced back to Q4 19 level and higher than Q1 2019 by 33% before taking into account the potential upside since the reopening of the nightlife.
Compared to other consumer names in Malaysia such as Carlsberg Malaysia, British American Tobacco, Nestle (Malaysia), and QL Resources, Heineken Malaysia is trading at a discount.


Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

British American Tobacco  / Equity Bottom-Up

<ul><li>Business Breakdowns podcast covers British American Tobacco with guest Evan Tindall</li><li>British American Tobacco primarily sells tobacco, with significant presence in the US, Europe, and Asia</li><li>Company's profits are more weighted towards the US market</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Business Breakdowns podcast covers British American Tobacco with guest Evan TindallBritish American Tobacco primarily sells tobacco, with significant presence in the US, Europe, and AsiaCompany's profits are more weighted towards the US marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

British American Tobacco: Clearing the Air - [Business Breakdowns, EP.162]

External broker reports(aggregated public sources), TA Securities Holdings Berhad

TA Securities Holdings Bhd

External broker reports(aggregated public sources)

TA Securities Holdings Berhad

TA Securities Holdings Berhad (TASH) was incorporated in Malaysia on 1 July 1973 and is a wholly-owned subsidiary of TA Enterprise Berhad which is listed on the Main Market of Bursa Malaysia Securities Berhad (BMSB). Currently, the company has an issued and paid-up share capital of RM250 million. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

British American Tobacco (M) / Equity Bottom-Up

<p>undefined</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

undefinedContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Pan-Asia Equity Bottom-up, Wickhams Hill

Lloyd Moffatt

Pan-Asia Equity Bottom-up

<ul>
<li>Comfort Delgro (CD SP) announced that they would be pursuing an ASX listing for their Australian subsidiary later this year.</li>
<li>We uncover the real reason underlying BAT Malaysia’s (ROTH MK) 60% fall since the beginning of last year and why it could double from here.</li>
<li>Recent IPO and Singapore newest market darling Nanofilm Technologies (NANO SP) fell almost 40% after paring their inaugural earnings miss with the COOs resignation.</li>
</ul>


Comfort Delgro (CD SP) announced that they would be pursuing an ASX listing for their Australian subsidiary later this year.
We uncover the real reason underlying BAT Malaysia’s (ROTH MK) 60% fall since the beginning of last year and why it could double from here.
Recent IPO and Singapore newest market darling Nanofilm Technologies (NANO SP) fell almost 40% after paring their inaugural earnings miss with the COOs resignation.


Wickhams Hill Research | Under-The-Radar Issue 5

Malaysia

British American Tobacco Malaysia Berhad manufactures, imports, and sells cigarettes, pipe tobaccos, cigars, and luxury consumer products.  The Company also provides travel and advertising and promotional services.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

British American Tobacco (M) (ROTH MK)

Heineken Malaysia (HEIM): Brewing

Revenue bounced to pre-COVID level due to the management's expertise in navigating the difficult period during the lockdown, the company will...

Henry Soediarko

British American Tobacco: Clearing the Air - [Business Breakdowns, EP.162]

Business Breakdowns podcast covers British American Tobacco with guest Evan Tindall. British American Tobacco primarily sells tobacco, with...

Business Breakdowns

Third Consecutive Quarter of Growth

<p>undefined</p>...

TA Securities Holdings Bhd

A Better Tomorrow

<p>undefined</p>...

TA Securities Holdings Bhd

Wickhams Hill Research | Under-The-Radar Issue 5

Comfort Delgro (CD SP) announced that they would be pursuing an ASX listing for their Australian subsidiary later this year.

Lloyd Moffatt

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)