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

DRB Hi Com (DRB): Value Unlocking-Part II

DRB Hi Com: Winner in COVID-19 Malaysian Auto Segment

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

This is the first part of the two parts of the report detailing how DRB Hi Com is about to unlock its value in the next few months.  
With a low industry growth expectation due to a couple of reasons namely no-end-of-life policy, no scrap policy, combined with high car ownership in Malaysia, the prospect for Malaysia's automotive industry is not that exciting. However, Proton's resurgence in sales volume story thanks to its focus on the SUV segment is a silver lining.

This is the first part of the two parts of the report detailing how DRB Hi Com is about to unlock its value in the next few months.  
With a low industry growth expectation due to a couple of reasons namely no-end-of-life policy, no scrap policy, combined with high car ownership in Malaysia, the prospect for Malaysia's automotive industry is not that exciting. However, Proton's resurgence in sales volume story thanks to its focus on the SUV segment is a silver lining. 

Tianjin Faw Xiali Automobile Co, Ltd. (000927 CH)

DRB-Hicom Bhd

DRB Hi Com (DRB): Value Unlocking-Part I