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

Why would a personal healthcare company with the highest profit margin in a country with a rising urbanization rate trade at a lowervaluation? Armed with a new Amoeba (paying tribute to my previous company obviously) method sales-oriented team and an acquisition of <a href="https://www.smartkarma.com/entities/20979" target="_blank" data-smartkarma-citation="entities:20979:1">Wang Zheng Bhd (WANG MK)</a> in Malaysia, <a href="https://www.smartkarma.com/entities/29" target="_blank" data-smartkarma-citation="entities:29:1">Hengan Intl Group Co Ltd (1044 HK)</a> sales are expected to receive a small boost from South East Asian region as well. They have also acquired Finnpulp that will give them a long-term supply of pulp, a key raw material for Hengan's personal healthcare business. In this report we'll discuss the following:<ol><li>Market Leading Products</li><li>Acid Test on the Books</li><li>Financial management</li><li>Supportive macro factors</li><li>Sales team (Amoeba) and Overseas business</li><li>Peered to peers</li><li>Ideas for the Hedgehogs</li></ol>

Why would a personal healthcare company with the highest profit margin in a country with a rising urbanization rate trade at a lowervaluation? Armed with a new Amoeba (paying tribute to my previous company obviously) method sales-oriented team and an acquisition of Wang Zheng Bhd (WANG MK) in Malaysia, Hengan Intl Group Co Ltd (1044 HK) sales are expected to receive a small boost from South East Asian region as well. They have also acquired Finnpulp that will give them a long-term supply of pulp, a key raw material for Hengan's personal healthcare business. In this report we'll discuss the following:Market Leading ProductsAcid Test on the BooksFinancial managementSupportive macro factorsSales team (Amoeba) and Overseas businessPeered to peersIdeas for the Hedgehogs

Hengan: Cheaper than Peers with Amoeba Sales Team Contribution yet to Kick-In

Japan

KOSE Corporation manufactures, retails, and exports cosmetics including make up, skin care, and hair care products.  The Company sells its products in Hong Kong, China, Singapore, and Malaysia.

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Kose Corp (4922 JP)

Hengan: Cheaper than Peers with Amoeba Sales Team Contribution yet to Kick-In

Why would a personal healthcare company with the highest profit margin in a country with a rising urbanization rate trade at a lowervaluation?...

Henry Soediarko

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