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

Sims Limited (SGM): Turnaround with AI Exposure

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

Asahi Holdings (5857 JP): Q1 FY03/25 flash update

Asahi Holdings (5857 JP): Q1 FY03/26 flash update

Asahi Holdings (5857 JP): 1H 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>ARE Holdings recycle and sells precious metals including gold. It is part of the URBAN MINING story. </li>
<li>Besides that, it is also included in the Semiconductor supply chain as the latter are keen to have conflict-free materials and meet their ESG requirements through having more recycled material. </li>
<li>Gold price is the key driver for ARE Holdings business and if gold price continues going up, ARE Holdings share price should benefit. </li>
</ul>


ARE Holdings recycle and sells precious metals including gold. It is part of the URBAN MINING story. 
Besides that, it is also included in the Semiconductor supply chain as the latter are keen to have conflict-free materials and meet their ESG requirements through having more recycled material. 
Gold price is the key driver for ARE Holdings business and if gold price continues going up, ARE Holdings share price should benefit. 


ARE Holdings (5857): Green Gold and Urban Mine