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 Holdings (5857): Beneficiary of a More Complex Product

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

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

ARE Holdings (5857): Green Gold and Urban Mine

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>The result is better than expected; the management has also capitalized on this high gold price event to improve their operational capabilities, resulting in margin expansion </li>
<li>
<a href="https://www.smartkarma.com/entities/asahi-holdings-inc" target="_blank" data-smartkarma-citation="entities:11527:1" rel="noopener">Asahi Holdings (5857 JP)</a> business is not only in the precious metals recycling but also in the jewelry and dental besides electronics, which really calls for the name "urban mining."  </li>
<li>The shift in preferences to use recycled gold with conflict-free certification by the large semiconductor players has just started; thus, it has more legs. </li>
</ul>


The result is better than expected; the management has also capitalized on this high gold price event to improve their operational capabilities, resulting in margin expansion 

Asahi Holdings (5857 JP) business is not only in the precious metals recycling but also in the jewelry and dental besides electronics, which really calls for the name "urban mining."  
The shift in preferences to use recycled gold with conflict-free certification by the large semiconductor players has just started; thus, it has more legs. 


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

Asahi Holdings

Asahi Holdings (5857): Not Just Gold