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

2022 High Conviction - China High Speed (658 HK): Renewable Energy Beneficiary

Gravity Works As WeWork Doesn't; Now Plan B

Bifurcated Chinese Express Market Developing

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

China High Speed Transmission Equip Grp / Equity Bottom-Up

China High Speed Transmission Equip Grp (658 HK)

<ul>
<li>Sold off in the market rout as it is a small-cap stock although growth potential is intact. </li>
<li>Margin decreased but revenue increased followed by lower expenses to sales ratio. </li>
<li>
<a href="https://www.smartkarma.com/entities/china-high-speed-transmission" target="_blank" data-smartkarma-citation="entities:363:1" rel="noopener">China High Speed Transmission Equip Grp (658 HK)</a> build-up in inventories and increase in the account receivables reflect management's confidence and action to prepare for a higher revenue growth.</li>
</ul>


Sold off in the market rout as it is a small-cap stock although growth potential is intact. 
Margin decreased but revenue increased followed by lower expenses to sales ratio. 

China High Speed Transmission Equip Grp (658 HK) build-up in inventories and increase in the account receivables reflect management's confidence and action to prepare for a higher revenue growth.


China High Speed Transmission (658): Hold for Long Term