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

ARE/Asahi Holdings (5857): Take Some of Your Profit Now.

ARE Holdings (5857): Green Gold and Urban Mine

ARE Holdings (5857): Beneficiary of a More Complex Product

Asahi Holdings (5857 JP): Q3 FY03/26 flash update

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>The FY 2026 result looks good despite the volatile gold price. </li>
<li>Channel checks on the customers confirmed no changes in the demand. In fact, the regulatory requirement is severe, a penalty of up to 5% global turnover. </li>
<li>The weaker share price represents a buying opportunity rather than a sale. </li>
</ul>


The FY 2026 result looks good despite the volatile gold price. 
Channel checks on the customers confirmed no changes in the demand. In fact, the regulatory requirement is severe, a penalty of up to 5% global turnover. 
The weaker share price represents a buying opportunity rather than a sale. 


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

Asahi Holdings

ARE Holdings (5857): Buying Opportunity