Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

A Long & Short Investment Ideas generator for Asian Equities with 10 years experience in a Hedge fund focused on bottom-up ideas, searching out mispriced ideas and misunderstood investment thesis. Provides on-the-ground insights in various Asian markets with a sway towards ASEAN. Experienced and survived the Asian Financial Crisis in a family business, as well as the Global Financial Crisis in financial markets where lessons learned. It's all about understanding business drivers and navigating business cycles, which has high applicability in generating investment ideas. 

Investment horizon: Mid to Long term

Asian Insight Provider - Actionable ideas

The Week That Was in ASEAN@Smartkarma - Grab's SPAC Plans, Indonesia Hospitals, and ThaiBev

Airport of Thailand (AOT): Phuket Sandbox

Thailand - 120 Days Later - Fully Vaccinated Tourism to Resume

Airport of Thailand (AOT): Soon or Later?

Airport of Thailand (AOT): Tourists, Come Back.

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

<p>Due to the worsening COVID-19 conditions in Thailand, investors may sell off Airport of Thailand's share in the coming months although the long-term prospect remains solid; global inoculation is on the way and governments around the world keep tinkering with the travel bubble that helps to provide more ideas on how to restart travel, mainly in safe entry and quarantine protocols. </p>
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<p><strong>Therefore, investors should take advantage of the potential sell-off in <a href="https://www.smartkarma.com/entities/airports-of-thailand-pcl" target="_blank" data-smartkarma-citation="entities:239:1" rel="noopener">Airports of Thailand (AOT TB)</a> to add and should benefit later when travel recovers. Third Wave is a Charm.</strong></p>
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Due to the worsening COVID-19 conditions in Thailand, investors may sell off Airport of Thailand's share in the coming months although the long-term prospect remains solid; global inoculation is on the way and governments around the world keep tinkering with the travel bubble that helps to provide more ideas on how to restart travel, mainly in safe entry and quarantine protocols. 

Therefore, investors should take advantage of the potential sell-off in Airports of Thailand (AOT TB) to add and should benefit later when travel recovers. Third Wave is a Charm.


Airport of Thailand (AOT): 3rd Wave Is a Charm