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

Let's Make a Case for a BYD (1211 HK) Rally (Tactical View)

BYD (1211 HK) Tactical Outlook: Opportunity to Enter a Potential Multi-Week Rally

BYD (1211 HK) Tactical View: SHORT The Incoming Rally

BYD (1211 HK) Top Trades: Bearish Positioning and Long Volatility Dominate

Alibaba (9988 HK) Top Trades: Bullish Bias and Long Volatility Dominate

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

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<li>BYD is also making an inroad towards intelligence driving, democratizing LIDAR but also made <strong>The World’s First Dual "Full Damage Coverage" Pledge.  </strong>
</li>
<li>2026 1H was marked with a combination of a slow 1Q and a more promising 2Q thanks to new model launch and growing export business. </li>
<li>
<a href="https://www.smartkarma.com/entities/byd-company-limited-class-h" target="_blank" data-smartkarma-citation="entities:20962:1" rel="noopener">BYD Company (1211 HK)</a> is trading at 6.5x EV//EBITDA while still being the largest EV makers globally. </li>
</ul>


BYD is also making an inroad towards intelligence driving, democratizing LIDAR but also made The World’s First Dual "Full Damage Coverage" Pledge.  

2026 1H was marked with a combination of a slow 1Q and a more promising 2Q thanks to new model launch and growing export business. 

BYD Company (1211 HK) is trading at 6.5x EV//EBITDA while still being the largest EV makers globally. 


BYD Company

BYD (1211): Stabile and Growing Export