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

LG Energy Solution: Block Deal Sale of Its Stake in Liontown Resources for About 430 Billion Won

LG Energy Solution (373220 KS/Buy)ESS-Driven Earnings Improvement to Begin

Will LG Chem's Mgmt Listen to Palliser Capital This Time for Higher Shareholder Returns?

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>In this insight we are comparing the similarities and differences among <a href="https://www.smartkarma.com/entities/samsung-sdi-co-ltd" target="_blank" data-smartkarma-citation="entities:503:1" rel="noopener">Samsung SDI (006400 KS)</a> , <a href="https://www.smartkarma.com/entities/lg-energy-solution" target="_blank" data-smartkarma-citation="entities:33464:1" rel="noopener">LG Energy Solution (373220 KS)</a> and <a href="https://www.smartkarma.com/entities/contemporary-amperex-technolog" target="_blank" data-smartkarma-citation="entities:24404:1" rel="noopener">Contemporary Amperex Technology (CATL) (300750 CH)</a> .</li>
<li>US AMPC is a key component to the battery business—it creates a differentiation despite the current US administration's stand on climate change. </li>
<li>We also compare the various ways of valuing battery companies beyond the conventional EV/EBITDA metrics. </li>
</ul>


In this insight we are comparing the similarities and differences among Samsung SDI (006400 KS) , LG Energy Solution (373220 KS) and Contemporary Amperex Technology (CATL) (300750 CH) .
US AMPC is a key component to the battery business—it creates a differentiation despite the current US administration's stand on climate change. 
We also compare the various ways of valuing battery companies beyond the conventional EV/EBITDA metrics. 


Contemporary Amperex Technology (CATL) (300750 CH)

LG Energy Solution

EV Battery: Which One Is for You?