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

TWSE Foreign Holding Weekly (Jun 5th): TSMC, UMC, Quanta Computer, MediaTek, Winbond Electronics

Cleanaway (8422)- Gone up a Bit Too Much?

TWSE Foreign Holding Weekly (May 29th): Hon Hai Precision, Zhen Ding Technology, Nanya Technology

TWSE Foreign Holding Weekly (May 22nd): TSMC, MediaTek, UMC, Compeq Manufacturing

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/cleanaway-co-ltd" target="_blank" data-smartkarma-citation="entities:13990:1" rel="noopener">Cleanaway (8422 TT)</a> +227% MoM revenue surge in May 2026 was a event-driven event caused by the resumption of lagging progress billings for the Kaohsiung 205 Arsenal soil remediation project.</li>
<li>Competitors <a href="https://www.smartkarma.com/entities/sunny-friend-environmental-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:17764:1" rel="noopener">Sunny Friend Environmental Technology (8341 TT)</a> and <a href="https://www.smartkarma.com/entities/chung-tai-resource-technology-corp" target="_blank" data-smartkarma-citation="entities:45120:1" rel="noopener">Chung Tai Resource Technology (6923 TT)</a> reported flat monthly revenue trends, highlighting that their business models lack Cleanaway’s volatile but high-upside.</li>
<li>The explosive data pivot, combined with Taiwan passing the strict Resource Circulation Promotion Act, confirms Cleanaway’s asymmetrical growth potential and structural importance to the local tech supply chain. Buy.</li>
</ul>



Cleanaway (8422 TT) +227% MoM revenue surge in May 2026 was a event-driven event caused by the resumption of lagging progress billings for the Kaohsiung 205 Arsenal soil remediation project.
Competitors Sunny Friend Environmental Technology (8341 TT) and Chung Tai Resource Technology (6923 TT) reported flat monthly revenue trends, highlighting that their business models lack Cleanaway’s volatile but high-upside.
The explosive data pivot, combined with Taiwan passing the strict Resource Circulation Promotion Act, confirms Cleanaway’s asymmetrical growth potential and structural importance to the local tech supply chain. Buy.


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

Sunny Friend Environmental Technology (8341 TT)

Cleanaway

Cleanaway (8422): Buy More