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

<a href="https://www.smartkarma.com/entities/11940" target="_blank" data-smartkarma-citation="entities:11940:1">Xinyi Glass Holdings (868 HK)</a> ' share price took a beating alongside the other auto-related stocks in Greater China, out of the Sino US trade war concern, despite not having much exposure (7-8% of total revenue) to the North American market. It is also paying an attractive dividend yield of 5%. The management has confirmed that the extra US import tariff is passable to clients. In this report we will discuss the following:<ol>
<li>a brief overview of their products and margins</li>
<li>is it an auto-play, US-play or something else?</li>
<li>comparison with competitors (CFROI) and other types?</li>
<li>sustainable yield?</li>
<li>for the hedgies</li>
</ol>

Xinyi Glass Holdings (868 HK) ' share price took a beating alongside the other auto-related stocks in Greater China, out of the Sino US trade war concern, despite not having much exposure (7-8% of total revenue) to the North American market. It is also paying an attractive dividend yield of 5%. The management has confirmed that the extra US import tariff is passable to clients. In this report we will discuss the following:
a brief overview of their products and margins
is it an auto-play, US-play or something else?
comparison with competitors (CFROI) and other types?
sustainable yield?
for the hedgies


Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

Regular company coverage reports
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

We recently screened the HKG and China markets for ideas with below market P/E ratios and Dividend Yields above 2% that traded more than US$1 mn per day.  This screen netted 207 names.We then screened for which companies have corporate governance scores over 70/100 from the Riedel Research Corporate Governance Scoring system.The RRG Corporate Governance system scores Emerging Market companies on 12 different criteria to measure board independence, alignment of interest with shareholders…

We recently screened the HKG and China markets for ideas with below market P/E ratios and Dividend Yields above 2% that traded more than US$1 mn per day.  This screen netted 207 names.We then screened for which companies have corporate governance scores over 70/100 from the Riedel Research Corporate Governance Scoring system.The RRG Corporate Governance system scores Emerging Market companies on 12 different criteria to measure board independence, alignment of interest with shareholders…

Actionable Value Ideas with Solid Corporate Governance in China and Hong Kong

Hong Kong

Xinyi Glass is a leading integrated glass manufacturer specializing in high-quality float glass, automobile glass, and energy-saving architectural glass. The company also produces automobile rubber and plastic components. It was founded in 1988 and is headquartered in Hong Kong, China.

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Xinyi Glass (868 HK)