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>
<a href="https://www.smartkarma.com/entities/kimly-ltd" target="_blank" data-smartkarma-citation="entities:28157:1" rel="noopener">Kimly (KMLY SP)</a> is a defensive, stable consumer business that is very much integrated into Singapore's way of living. </li>
<li>Unlike its peers, such as Oriental Kopi, which are still growing and expanding their physical presence rather aggressively, Kimly has done it carefully.</li>
<li>Investors will pay less than 6x EV/EBITDA for a consistent 5% dividend. </li>
</ul>



Kimly (KMLY SP) is a defensive, stable consumer business that is very much integrated into Singapore's way of living. 
Unlike its peers, such as Oriental Kopi, which are still growing and expanding their physical presence rather aggressively, Kimly has done it carefully.
Investors will pay less than 6x EV/EBITDA for a consistent 5% dividend. 


Deciphering real estate markets globally., Rems Advisors

TAN Kok Keong

Deciphering real estate markets globally.

Rems Advisors

Thematic (Sector/Industry)

A long-winded account from an ex-civil servant who is trying his hand at Fintech. I have been encouraged to share our journey and I also want to gather thoughts from the collective brilliance of people in this community, so that we can bring about real changes in the way people invest in real estate.I have spent more than 20 years doing various forms of research on the property market. In my earlier years as a researcher in the Government in the Urban Redevelopment Authority formulating…

A long-winded account from an ex-civil servant who is trying his hand at Fintech. I have been encouraged to share our journey and I also want to gather thoughts from the collective brilliance of people in this community, so that we can bring about real changes in the way people invest in real estate.I have spent more than 20 years doing various forms of research on the property market. In my earlier years as a researcher in the Government in the Urban Redevelopment Authority formulating…

Freelance Research Analyst

Tay Hock Meng

With a global economic slowdown, businesses in Singapore are cutting costs and rationalising their office space requirements and this was felt most in 1Q2016 when prices and rentals fell by 0.3% and 2.1% respectively on a quarterly basis, while pipeline office space supply grew slightly by 1.6% to 1.009 million square metres (sqm) in gross floor average (GFA) during the same time period.

With a global economic slowdown, businesses in Singapore are cutting costs and rationalising their office space requirements and this was felt most in 1Q2016 when prices and rentals fell by 0.3% and 2.1% respectively on a quarterly basis, while pipeline office space supply grew slightly by 1.6% to 1.009 million square metres (sqm) in gross floor average (GFA) during the same time period.

Slow Return to Normalcy in Prices and Supply of Office Space in Singapore

The latest reading of the National University of Singapore (NUS) and Real Estate Developers Association of Singapore (NUS-Redas) real estate sentiment index for 4Q2015 suggests that most developers are gradually turning pessimistic about the overall health of the real estate market in Singapore. The nine quarters of property cooling measures since 3Q2013 have a taken a toll on their overall sentiments, be it, to continue investing in the Singapore real estate market, or give up on any hope that the government will soon loosen the noose around the property cooling measures they have put in place since 2010.

The latest reading of the National University of Singapore (NUS) and Real Estate Developers Association of Singapore (NUS-Redas) real estate sentiment index for 4Q2015 suggests that most developers are gradually turning pessimistic about the overall health of the real estate market in Singapore. The nine quarters of property cooling measures since 3Q2013 have a taken a toll on their overall sentiments, be it, to continue investing in the Singapore real estate market, or give up on any hope that the government will soon loosen the noose around the property cooling measures they have put in place since 2010.

Developers' Sentiments Turned South, Says NUS-Redas

The latest Urban Redevelopment Authority (URA) final statistics for the office property sector for 2015 looks set to be another bummer for 2016 with a rise of 9.4% quarter-on-quarter (qoq) in pipeline supply to 10.69 million sq ft coming in during 4Q2015 and perhaps more in 2016. If any of Insight providers are users of Bloomberg, you might have come across the “Gadfly” article by Andy Mukherjee this week that talked about how developers have outgrown their development of office spaces in Singapore without thinking about any possibility of global economic slowdown ahead.

The latest Urban Redevelopment Authority (URA) final statistics for the office property sector for 2015 looks set to be another bummer for 2016 with a rise of 9.4% quarter-on-quarter (qoq) in pipeline supply to 10.69 million sq ft coming in during 4Q2015 and perhaps more in 2016. If any of Insight providers are users of Bloomberg, you might have come across the “Gadfly” article by Andy Mukherjee this week that talked about how developers have outgrown their development of office spaces in Singapore without thinking about any possibility of global economic slowdown ahead.

Gloomy Forecast Ahead for Office Property Sector in Singapore

Singapore

iFAST is a global digital banking and wealth management platform. It offers a comprehensive range of investment products such as mutual funds, bonds, stocks, ETFs, and insurance, alongside services like online discretionary portfolio management, Fintech solutions, and pension administration. The company was incorporated in 2000 and is headquartered in Singapore.

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iFAST (IFAST SP)

Kimly: Reliable and Stable Staple

Kimly (KMLY SP) is a stable consumer business in Singapore with careful growth strategy, offering investors a consistent 5% dividend at less than...

Henry Soediarko

Questions from a Fintech Wannabe

A long-winded account from an ex-civil servant who is trying his hand at Fintech. I have been encouraged to share our journey and I also want to...

TAN Kok Keong

Slow Return to Normalcy in Prices and Supply of Office Space in Singapore

With a global economic slowdown, businesses in Singapore are cutting costs and rationalising their office space requirements and this was felt most...

Tay Hock Meng

Developers' Sentiments Turned South, Says NUS-Redas

The latest reading of the National University of Singapore (NUS) and Real Estate Developers Association of Singapore (NUS-Redas) real estate...

Tay Hock Meng

Gloomy Forecast Ahead for Office Property Sector in Singapore

The latest Urban Redevelopment Authority (URA) final statistics for the office property sector for 2015 looks set to be another bummer for 2016...

Tay Hock Meng

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Kimly: Reliable and Stable Staple

​Kimly (KMLY SP) is a stable consumer business in Singapore with careful growth strategy, offering investors a consistent 5% dividend at less than...

Henry Soediarko

Questions from a Fintech Wannabe

A long-winded account from an ex-civil servant who is trying his hand at Fintech. I have been encouraged to share our journey and I also want to...

TAN Kok Keong

Slow Return to Normalcy in Prices and Supply of Office Space in Singapore

With a global economic slowdown, businesses in Singapore are cutting costs and rationalising their office space requirements and this was felt most...

Tay Hock Meng

Developers' Sentiments Turned South, Says NUS-Redas

The latest reading of the National University of Singapore (NUS) and Real Estate Developers Association of Singapore (NUS-Redas) real estate...

Tay Hock Meng

Gloomy Forecast Ahead for Office Property Sector in Singapore

The latest Urban Redevelopment Authority (URA) final statistics for the office property sector for 2015 looks set to be another bummer for 2016...

Tay Hock Meng

Kimly (KMLY SP) is a stable consumer business in Singapore with careful growth strategy, offering investors a consistent 5% dividend at less than...