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

Index Rebalance & ETF Flow Recap: S&P/ASX, KOSPI, NIFTYJR, Kakao Pay, HK Electric, Adani Group

GCL Technology (3800 HK) – NDR takeaways: On-track capacity growth & cost reduction

S&P/​​​​​​​ASX Index Rebalance Preview: Review Period (Nearly) Complete

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>Recovering performance despite a tough market. Net loss narrowed by 60%, and EBITDA turned positive. </li>
<li>
<a href="https://www.smartkarma.com/entities/gcl-poly-energy-holdings-limited" target="_blank" data-smartkarma-citation="entities:3708:1" rel="noopener">Gcl Poly Energy Holdings Limited (3800 HK)</a> subsidiary GCL Optoelectronics has filed for IPO and slated for listing this year that could provide value unlocking. </li>
<li>The sluggish polysilicon price is likely to continue, but bankable players i.e. GCL, should come out on top. </li>
</ul>


Recovering performance despite a tough market. Net loss narrowed by 60%, and EBITDA turned positive. 

Gcl Poly Energy Holdings Limited (3800 HK) subsidiary GCL Optoelectronics has filed for IPO and slated for listing this year that could provide value unlocking. 
The sluggish polysilicon price is likely to continue, but bankable players i.e. GCL, should come out on top. 


GCL Technology

GCL Tech (3800): Recovering Signs Appear