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

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

TSMC (2330 TT) Tactical Outlook After +30% Sales Jump and Cash Dividend Announcement

TWSE Foreign Holding Weekly (Mar 6th): TSMC, MediaTek, Hon Hai Precision, Delta Electronics

TWSE Foreign Holding Weekly (Feb 27th): TSMC, Hon Hai Precision, Yageo, Macronix Intl, Innolux

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>Taiwan is not just tech or <a href="https://www.smartkarma.com/entities/taiwan-semiconductor-manufacturing-company" target="_blank" data-smartkarma-citation="entities:11230:1" rel="noopener">TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)</a> , there are other companies that perform, including potentially <a href="https://www.smartkarma.com/entities/cleanaway-co-ltd" target="_blank" data-smartkarma-citation="entities:13990:1" rel="noopener">Cleanaway (8422 TT)</a> .</li>
<li>The valuation has normalized, and with the current projects in the pipeline, it could provide a significant upside; thus, a short position needs to be closed and locked in profit. </li>
<li>February revenue has increased 75%, much larger than its peers <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> that gone up 10% and 14% respectively. </li>
</ul>


Taiwan is not just tech or TSMC (Taiwan Semiconductor Manufacturing) (2330 TT) , there are other companies that perform, including potentially Cleanaway (8422 TT) .
The valuation has normalized, and with the current projects in the pipeline, it could provide a significant upside; thus, a short position needs to be closed and locked in profit. 
February revenue has increased 75%, much larger than its peers Sunny Friend Environmental Technology (8341 TT) and Chung Tai Resource Technology (6923 TT) that gone up 10% and 14% respectively. 


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

Sunny Friend Environmental Technology (8341 TT)

Cleanaway

Cleanaway (8422): Cover the Shorts