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

Apple Guides 3% Beat on Sales but Miss on Margin; Lack of Catalysts

5 Reasons You Should Avoid Apple and Its Supply Chain for Next Few Years

Equity Bottom-Up

<ul><li>Tough 2016 result at the lower end of the management's forecast</li><li>ROE reduced by half in 2016</li><li>Future looks bright(er): <ul><li>venture into Indian smartphone market</li><li>secured as the exclusive assembler for Nokia smartphone</li><li>supply to Chinese smartphone brands such as Huawei, Oppo</li></ul></li></ul>

Tough 2016 result at the lower end of the management's forecastROE reduced by half in 2016Future looks bright(er): venture into Indian smartphone marketsecured as the exclusive assembler for Nokia smartphonesupply to Chinese smartphone brands such as Huawei, Oppo

FIH Mobile - Tough 2016 but the Future Isn't So Bleak

FIH Mobile Ltd

FIH Mobile - Tough 2016 but the Future Isn't So Bleak