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

Even a Better Timing to Own GMA7: Increase in Yield and Cheaper Valuation

Megawide: A Mega Airport Operator in the Making

GMA7: TV for Filipinos Around the World with M&A Potential

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/23035" target="_blank" data-smartkarma-citation="entities:23035:1">GMA Network Inc (GMA7 PM)</a> share price went up +6.21% yesterday as dividend per share is increased from 0.5 to 0.73 which makes the yield goes up to 11.23% which is higher to some of the REITs in Singapore (as they are famous for the high dividend yield). For foreign investors who wants better liquidity, <a href="https://www.smartkarma.com/entities/23034" target="_blank" data-smartkarma-citation="entities:23034:1">GMA Holdings Inc (GMAP PM)</a> is the answer. The depository receipt does not hold any other asset except issuance of PDRs for GMA7. The correlation between GMA7 and GMAP is very positively…

GMA Network Inc (GMA7 PM) share price went up +6.21% yesterday as dividend per share is increased from 0.5 to 0.73 which makes the yield goes up to 11.23% which is higher to some of the REITs in Singapore (as they are famous for the high dividend yield). For foreign investors who wants better liquidity, GMA Holdings Inc (GMAP PM) is the answer. The depository receipt does not hold any other asset except issuance of PDRs for GMA7. The correlation between GMA7 and GMAP is very positively…

GMA Network Inc

GMA7: Dividend Hike to 11% Yield