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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Equity Bottom-Up

Tsingtao Brewery Co Ltd H / Equity Bottom-Up

<p>As sector is maturing, industry players are scrapping for market share, as well as trying to fend off competition from other products including Baijiu and red wine. CRB (291.HK) increased its market share in China by joining hands with AB Inbev and raised money through rights offering to finance this. Tsingtao (168.HK) did not manage to clinch similar deal. So who is the <em>winner</em>? Expect more divergence...</p>

As sector is maturing, industry players are scrapping for market share, as well as trying to fend off competition from other products including Baijiu and red wine. CRB (291.HK) increased its market share in China by joining hands with AB Inbev and raised money through rights offering to finance this. Tsingtao (168.HK) did not manage to clinch similar deal. So who is the winner? Expect more divergence...

Capitalizing on the Shift of Consumers' Drinking Taste in China