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

Anta Sports (2020 HK): 1H26, Strategy Shift Beneath Steady Financials, 50% Upside

Bosideng (3998 HK): Decent Result Distorted by Impairment Losses

Primer: EEKA Fashion (3709 HK) - Aug 2026

Anta (2020 HK) 1H26 Preview: Southeast Asia Expansion to Underpin Long-Term Value

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/eeka-fashion-holdings-limited" target="_blank" data-smartkarma-citation="entities:17725:1" rel="noopener">EEKA Fashion (3709 HK)</a> has diversified away from only golf apparel and has successful on building apparel brands for other sports. </li>
<li>Their online sales only make up to 20% of the total sales, while the peers reached 30-40%; thus, the unit of profitability is lagging behind. </li>
<li>Currently, it lacks a catalyst for a buy while it is too risky to short sell Eeka after a period of underperformance to the peers. </li>
</ul>



EEKA Fashion (3709 HK) has diversified away from only golf apparel and has successful on building apparel brands for other sports. 
Their online sales only make up to 20% of the total sales, while the peers reached 30-40%; thus, the unit of profitability is lagging behind. 
Currently, it lacks a catalyst for a buy while it is too risky to short sell Eeka after a period of underperformance to the peers. 


EEKA Fashion

Eeka Fashion (3709): Ladies Fashion