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

Thematic (Sector/Industry)

Less than a year since the news hit that the Chinese outbreak spread to the world, <a href="https://www.smartkarma.com/entities/pfizer-inc" target="_blank" data-smartkarma-citation="entities:1131:1" rel="noopener">Pfizer Inc (PFE US)</a> has announced its vaccine with more than 90% effective in preventing Covid-19 among those without evidence of prior infection. Similar to <a href="https://www.smartkarma.com/insights/china-outbreak-theme-winners-and-losers" target="_blank" data-smartkarma-citation="insights:35971" rel="noopener">China Outbreak Theme: Winners and Losers</a> , this insight will discuss the potential winners and losers from the announcement of the vaccine. Travel-related names such as airlines, airport operators, tour operators, the duty-free operators are the clear beneficiaries of this news while auto dealership will also benefit from the potential lower unemployment later on. Instant noodle makers, pc makers that benefit from the work-from-home rush, as well as glove makers will no longer enjoy the same growth rate in 1H, and in the case of the glove makers, both ASP and volumes may see a decline.

Less than a year since the news hit that the Chinese outbreak spread to the world, Pfizer Inc (PFE US) has announced its vaccine with more than 90% effective in preventing Covid-19 among those without evidence of prior infection. Similar to China Outbreak Theme: Winners and Losers , this insight will discuss the potential winners and losers from the announcement of the vaccine. Travel-related names such as airlines, airport operators, tour operators, the duty-free operators are the clear beneficiaries of this news while auto dealership will also benefit from the potential lower unemployment later on. Instant noodle makers, pc makers that benefit from the work-from-home rush, as well as glove makers will no longer enjoy the same growth rate in 1H, and in the case of the glove makers, both ASP and volumes may see a decline. 

Quality-first, Business-perspective, Long-term, Urbem (HK) Limited

Urbem Capital

Quality-first, Business-perspective, Long-term

<ul>
<li>Originated among venture capitalists to test the quality of young SaaS start-ups, the Rule of 40 has now become often used in the cases of maturer software companies;</li>
<li>We hand-pick three software superstars that have been earning high Rule-of-40 scores and may continue to do so in the near future from the APAC region.</li>
</ul>


Originated among venture capitalists to test the quality of young SaaS start-ups, the Rule of 40 has now become often used in the cases of maturer software companies;
We hand-pick three software superstars that have been earning high Rule-of-40 scores and may continue to do so in the near future from the APAC region.


Quick Picks: "Rule of 40" Software Superstars Across APAC

<ul>
<li>Regulatory uncertainty, rapid technological disruption, and frequent change in consumer behavior often make businesses less predictable in China;</li>
<li>However, we manage to find some silver lining in some categories when it comes to this highly unpredictable market.</li>
</ul>


Regulatory uncertainty, rapid technological disruption, and frequent change in consumer behavior often make businesses less predictable in China;
However, we manage to find some silver lining in some categories when it comes to this highly unpredictable market.


Seeking the Predictable in the Unpredictable Chinese Market

<ul>
<li>China can be the first market to recover its travel industry post the pandemic;</li>
<li>We scan the industry in the search for decent-quality, decent-yield opportunities;</li>
<li>We limit ourselves to the widest-moat assets, which leaves us only two options in this market.</li>
</ul>


China can be the first market to recover its travel industry post the pandemic;
We scan the industry in the search for decent-quality, decent-yield opportunities;
We limit ourselves to the widest-moat assets, which leaves us only two options in this market.


Valuation Check-Up: Wide-Moat Assets Poised for China's Travel Recovery

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Since coronavirus fears gripped markets, the majority of Chinese tech stocks have experienced sharp selloffs with travel-related names being especially impacted. In the charts below, we highlight some of the biggest losers in China tech showing the % price drops from January 20 to today.As we highlighted in our previous note <a href="https://www.smartkarma.com/insights/tcel-china-s-new-virus-is-scary-but-one-chart-shows-how-you-can-profit" target="_blank" data-smartkarma-citation="insights:36013" rel="noopener">TCEL: China’s New Virus Is Scary, But One Chart Shows How You Can Profit</a>, market downturns from virus outbreaks tend to be short-lived and have always rebounded strongly after.

Since coronavirus fears gripped markets, the majority of Chinese tech stocks have experienced sharp selloffs with travel-related names being especially impacted. In the charts below, we highlight some of the biggest losers in China tech showing the % price drops from January 20 to today.As we highlighted in our previous note TCEL: China’s New Virus Is Scary, But One Chart Shows How You Can Profit, market downturns from virus outbreaks tend to be short-lived and have always rebounded strongly after.

Coronavirus Casualties: China Tech's Ten Biggest Losers

China

TravelSky Technology Ltd. is a dominant provider of information technology solutions for China's aviation and travel industry. It offers electronic travel distribution, airport passenger processing, and settlement and clearing services for airlines, airports, and travel agencies. The company is headquartered in Beijing, China, and was incorporated in 2000.

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TravelSky Technology (696 HK)

Pfizer Vaccine: Winners and Losers

Similar to China Outbreak Theme: Winners and Losers , this insight will discuss the potential winners and losers from the announcement of the vaccine.

Henry Soediarko

Quick Picks: "Rule of 40" Software Superstars Across APAC

We hand-pick three software superstars that have been earning high Rule-of-40 scores and may continue to do so in the near future from the APAC...

Urbem Capital

Seeking the Predictable in the Unpredictable Chinese Market

Predicability may lower investment risk, but is there any among businesses in the highly unpredictable Chinese market? These are a few characters...

Urbem Capital

Valuation Check-Up: Wide-Moat Assets Poised for China's Travel Recovery

China is hopeful of being the first market to recover its travel industry post the pandemic. Therefore, we are interested in scanning the industry...

Urbem Capital

Coronavirus Casualties: China Tech's Ten Biggest Losers

Since coronavirus fears gripped markets, the majority of Chinese tech stocks have experienced sharp selloffs with travel-related names being...

Vincent Fernando, CFA

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52-week Range

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