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

SK Hynix (000660 KS/Buy)Fully Translating Price Strength into Earnings

Taiwan Tech Weekly: Samsung Planning to Leapfrog TSMC 2nm in the U.S.; Why Long TSMC Vs. Short UMC

Long TSMC / Short UMC: Invest in a Structural Monopoly Vs. A Crowded Recovery

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> is the key beneficiary of the recent Waste Disposal Act evolving into the Resource Circulation Promotion Act. </li>
<li>Share price has gone up 70% this year, while the 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> ) have not.</li>
<li>Cleanway valuation is twice that of Sunny Friend and Chung Tai Resource technology, indicating a short-term overvaluation. </li>
</ul>



Cleanaway (8422 TT) is the key beneficiary of the recent Waste Disposal Act evolving into the Resource Circulation Promotion Act. 
Share price has gone up 70% this year, while the peers ( Sunny Friend Environmental Technology (8341 TT) and Chung Tai Resource Technology (6923 TT) ) have not.
Cleanway valuation is twice that of Sunny Friend and Chung Tai Resource technology, indicating a short-term overvaluation. 
