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.

Thematic (Sector/Industry)

We are very positive on Malaysia and Indonesia. Both are facing periods of high liquidity and spending to drive growth.Japan outlook, pegged to the release of preliminary Q1 GDP data 1st quarter could surprise on strength because global growth has been pretty good and consumer spending in Japan has shown some bright spots.Current investment strategy &amp; asset allocation Positive on Emerging Markets and Europe - Negative on UK and US.Top market/sector picksA link to the interview and detailed talking…

We are very positive on Malaysia and Indonesia. Both are facing periods of high liquidity and spending to drive growth.Japan outlook, pegged to the release of preliminary Q1 GDP data 1st quarter could surprise on strength because global growth has been pretty good and consumer spending in Japan has shown some bright spots.Current investment strategy &amp; asset allocation Positive on Emerging Markets and Europe - Negative on UK and US.Top market/sector picksA link to the interview and detailed talking…

CNBC Interview 5_18 on Global Markets - Outlook and Actionable Ideas in EMOutlook for Asian Markets

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

China

Xinyi Glass Holdings Ltd, through its subsidiaries, produces a variety of processed glass products for automobile, construction and household applications. The Company also tenders for glass curtain wall projects and conducts installation service of glass curtain wall in China.

Price Gauge
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Xinyi Glass Holdings (868 HK)

Xinyi Glass (868 HK): Unbreakable Glass

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...

Henry Soediarko

CNBC Interview 5_18 on Global Markets - Outlook and Actionable Ideas in EMOutlook for Asian Markets

We are very positive on Malaysia and Indonesia. Both are facing periods of high liquidity and spending to drive growth.Japan outlook, pegged to the...

David Riedel

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

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...

David Riedel

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)