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>Share price has been punished, as there have been plenty pre-IPO investors who took profit, although operating numbers are actually doing quite well. </li>
<li>
<a href="https://www.smartkarma.com/entities/laopu-gold-co-ltd-class-h" target="_blank" data-smartkarma-citation="entities:44036:1" rel="noopener">Laopu Gold (6181 HK)</a> is different from <a target="_blank">Chow Tai Fook Jewellery (1929 HK)</a>, as the former is more of a global luxury house than a goldsmith.</li>
<li>At 7x PER and a 10% dividend yield, combined with the calming down of the sellers' volume, <a href="https://www.smartkarma.com/entities/laopu-gold-co-ltd-class-h" target="_blank" data-smartkarma-citation="entities:44036:1" rel="noopener">Laopu Gold (6181 HK)</a> may actually offer a value. </li>
</ul>


Share price has been punished, as there have been plenty pre-IPO investors who took profit, although operating numbers are actually doing quite well. 

Laopu Gold (6181 HK) is different from Chow Tai Fook Jewellery (1929 HK), as the former is more of a global luxury house than a goldsmith.
At 7x PER and a 10% dividend yield, combined with the calming down of the sellers' volume, Laopu Gold (6181 HK) may actually offer a value. 


Laopu Gold (6181): Sellers Have Calmed Down

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>In Depth: How a $15 Million Chinese Pork Deal Turned Into a Cautionary Tale for Foreign Investors</li><li>Tianfeng Securities Fined for Funneling Over $1.3 Billion to Former Shareholder</li><li>Shenzhen Cracks Down on Risky Gold Trading Amid Wave of Defaults</li></ul>

In Depth: How a $15 Million Chinese Pork Deal Turned Into a Cautionary Tale for Foreign InvestorsTianfeng Securities Fined for Funneling Over $1.3 Billion to Former ShareholderShenzhen Cracks Down on Risky Gold Trading Amid Wave of Defaults

CX Daily: How a $15 Million Chinese Pork Deal Turned Into a Cautionary Tale for Foreign Investors 

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We had a near-term bullish outlook on MSCI ACWI (ACWI-US) and the S&amp;P 500 (SPX) from 4/22/25 to 11/18/25.</li>
<li>After being near-term neutral for a week, we flipped back to bullish in our 11/25/25 Compass, all while maintaining our intermediate-term bullish outlook (as of our 5/14/25 Compass).</li>
<li>We will stay near-term bullish as long as crucial support levels of 6480-6520 on SPX and $134-135.70 on ACWI-US continue to hold</li>
</ul>


We had a near-term bullish outlook on MSCI ACWI (ACWI-US) and the S&amp;P 500 (SPX) from 4/22/25 to 11/18/25.
After being near-term neutral for a week, we flipped back to bullish in our 11/25/25 Compass, all while maintaining our intermediate-term bullish outlook (as of our 5/14/25 Compass).
We will stay near-term bullish as long as crucial support levels of 6480-6520 on SPX and $134-135.70 on ACWI-US continue to hold


Upgrading Spain to Overweight; EM Uptrend Break; Buys in Discretionary, Financials, Materials

Podcast on In-depth Business Talks, Speedwell Research

The Synopsis

Podcast on In-depth Business Talks

Speedwell Research

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.

<ul><li>Webinar with former Prada board member discussing luxury landscape and investor trends</li><li>Nvidia's strong earnings initially sparked global rally, but tech stock sell-off signals market caution</li><li>Dior executive predicts return to growth in luxury market by 2026, emphasizes product innovation and pricing discipline for success</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Webinar with former Prada board member discussing luxury landscape and investor trendsNvidia's strong earnings initially sparked global rally, but tech stock sell-off signals market cautionDior executive predicts return to growth in luxury market by 2026, emphasizes product innovation and pricing discipline for successThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting

Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing.

<ul><li>Magellan in the Know podcast discusses consumer sector turnaround opportunities</li><li>Definition of a successful turnaround and examples of companies that do and do not meet the criteria</li><li>Importance of consistent investment philosophy and focus on protecting against permanent capital loss</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Magellan in the Know podcast discusses consumer sector turnaround opportunitiesDefinition of a successful turnaround and examples of companies that do and do not meet the criteriaImportance of consistent investment philosophy and focus on protecting against permanent capital lossThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The art of the turnaround: investing in companies at a crossroads

France

LVMH Moet Hennessy Louis Vuitton SE is a diversified luxury goods group. The Company produces and sells wine, cognac, perfumes, cosmetics, luggage, and watches and jewelry. LVMH Moet Hennessy Louis Vuitton serves customers in France.

LVMH Moet Hennessy Louis Vuitt (LVMUY US)

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LVMH Moet Hennessy Louis Vuitt (LVMUY US)

Laopu Gold (6181): Sellers Have Calmed Down

Share price was punished, as there have been plenty pre-IPO investors who took profit, although operating numbers are actually doing quite well. 7x...

Henry Soediarko

CX Daily: How a $15 Million Chinese Pork Deal Turned Into a Cautionary Tale for Foreign Investors

TOP STORIES In Depth: How a $15 Million Chinese Pork Deal Turned Into a Cautionary Tale for Foreign Investors When a group of foreign investors...

Caixin Global

Upgrading Spain to Overweight; EM Uptrend Break; Buys in Discretionary, Financials, Materials

Upgrading Spain $EWP to Overweight; EM Uptrend Break $EEM $VWO; Lows likely "in" on $SPX and $ACWI; Buys Focused in global Discretionary,...

Vermilion Research

The art of the turnaround: investing in companies at a crossroads

The Magellan in the Know podcast discusses turnaround opportunities in the consumer sector, analyzing companies like Nike, Estee Lauder, Gucci, and...

MAGELLAN - IN THE KNOW

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Laopu Gold (6181): Sellers Have Calmed Down

Share price was punished, as there have been plenty pre-IPO investors who took profit, although operating numbers are actually doing quite well. 7x...

Henry Soediarko

CX Daily: How a $15 Million Chinese Pork Deal Turned Into a Cautionary Tale for Foreign Investors

TOP STORIES In Depth: How a $15 Million Chinese Pork Deal Turned Into a Cautionary Tale for Foreign Investors When a group of foreign investors...

Caixin Global

Upgrading Spain to Overweight; EM Uptrend Break; Buys in Discretionary, Financials, Materials

Upgrading Spain $EWP to Overweight; EM Uptrend Break $EEM $VWO; Lows likely "in" on $SPX and $ACWI; Buys Focused in global Discretionary,...

Vermilion Research

Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting

Global markets experience volatility as luxury landscape evolves, Nasdaq sells off, Bitcoin drops, and US job market shows mixed results.

The Synopsis

The art of the turnaround: investing in companies at a crossroads

The Magellan in the Know podcast discusses turnaround opportunities in the consumer sector, analyzing companies like Nike, Estee Lauder, Gucci, and...

MAGELLAN - IN THE KNOW