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

Guzman IPO Lockup - Pop Done, Correction Ongoing, Now Time for the Lockup

Guzman IPO Lockup - Last of the Lockups for a US$750m+ Release

Primer: Guzman Y Gomez (GYG AU) - Nov 2025

Virgin Australia IPO Trading - Flying into Oil and Recent Air Crash Headwinds

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>After the decision to close down the US business, <a href="https://www.smartkarma.com/entities/guzman-y-gomez-limited" target="_blank" data-smartkarma-citation="entities:43656:1" rel="noopener">Guzman Y Gomez (GYG AU)</a> share price rallied as investors felt the relief. </li>
<li>Sales and EBITDA added double digits YoY, and the share price reflected the growth. </li>
<li>After the big rally, GYG is trading at 45x PER and 1.7x PEG which is a little steep. No need to buy right now, best to observe the next result.</li>
</ul>


After the decision to close down the US business, Guzman Y Gomez (GYG AU) share price rallied as investors felt the relief. 
Sales and EBITDA added double digits YoY, and the share price reflected the growth. 
After the big rally, GYG is trading at 45x PER and 1.7x PEG which is a little steep. No need to buy right now, best to observe the next result.


Guzman Y Gomez

Guzman Y Gomez: A Bit Tired