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

BYD (1211 HK): Leverage Softening Fundamentals with Short Calls

JD.com (9618 HK / JD US): Top Option Trades Reveal Strong Bearish Sentiment

Tencent (700 HK): Top Option Trades Reveal a Split in Market Sentiment

BYD (1211 HK) Tactical Outlook: Still Downtrending, But OVERSOLD

BYD (1211 HK) And JD.com (9618 HK) Lead Expected Swings as 27% of HSI Reports Before Month-End

BYD (1211 HK): 3Q25, No Surprise, Revenue Down for First Time

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>
<a href="https://www.smartkarma.com/entities/byd-co-ltd-h" target="_blank" data-smartkarma-citation="entities:20962:1" rel="noopener">BYD (1211 HK)</a> has produced an enviable growth rate for the last 2 decades in the NEV sector. </li>
<li>
<a href="https://www.smartkarma.com/entities/berkshire-hathaway-inc-cl-a" target="_blank" data-smartkarma-citation="entities:1044:1" rel="noopener">Berkshire Hathaway Inc Cl A (BRK/A US)</a> has completed selling all its holding in BYD. </li>
<li>The growth rate is no longer as high as before, and therefore demands a new way to evaluate the stock as its PEG increases. </li>
</ul>



BYD (1211 HK) has produced an enviable growth rate for the last 2 decades in the NEV sector. 

Berkshire Hathaway Inc Cl A (BRK/A US) has completed selling all its holding in BYD. 
The growth rate is no longer as high as before, and therefore demands a new way to evaluate the stock as its PEG increases. 


BYD

BYD (1211): Time to Sell