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

Farm Fresh Berhad - Laying the chess pieces for regional exposure

Farm Fresh Berhad - 4QFY26 results in-line (FFB MK, CP MYR2.14, BUY, TP MYR2.45, Consumer Staples)

Farm Fresh Berhad - Temporary supply shortages

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/farm-fresh-berhad" target="_blank" data-smartkarma-citation="entities:34617:1" rel="noopener">Farm Fresh (FFB MK)</a> share price recently went down and hit a three-year low. The problems seem to be a short-term disruption rather than structural ones. </li>
<li>The CEO bought 200,000 shares recently at RM 2.16 and historically the share price rebounded positively post-CEO's buying. Also, the CEO's market action to sell was correct as well. </li>
<li>The Middle East crisis caused a packaging supply concern and margin compression, but the management took 3 actions that kept the company afloat. </li>
</ul>



Farm Fresh (FFB MK) share price recently went down and hit a three-year low. The problems seem to be a short-term disruption rather than structural ones. 
The CEO bought 200,000 shares recently at RM 2.16 and historically the share price rebounded positively post-CEO's buying. Also, the CEO's market action to sell was correct as well. 
The Middle East crisis caused a packaging supply concern and margin compression, but the management took 3 actions that kept the company afloat. 


Farm Fresh

Farm Fresh (FFB): Recovery on the Way