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

Bank Central Asia (BBCA): Start Accumulate

Bank Central Asia - Mild 1Q26 earnings growth (BBCA IJ, CP IDR6,050, BUY, TP IDR8,800, Banks)

Bank Central Asia (BBCA): MSCI Downgrade Beneficiary

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>The purge out of <a href="https://www.smartkarma.com/entities/jakarta-stock-exchange-composite-index" target="_blank" data-smartkarma-citation="entities:22914:1" rel="noopener">Jakarta Stock Exchange Composite Index (JCI INDEX)</a> for Barito Group of companies has happened, causing the share prices to drop even lower. </li>
<li>As a result, the large bank stocks like <a href="https://www.smartkarma.com/entities/bank-central-asia-tbk-pt" target="_blank" data-smartkarma-citation="entities:440:1" rel="noopener">Bank Central Asia (BBCA IJ)</a> and others should receive a higher weightings in the index, causing more inflows to the counters. </li>
<li>
<a href="https://www.smartkarma.com/entities/bank-central-asia-tbk-pt" target="_blank" data-smartkarma-citation="entities:440:1" rel="noopener">Bank Central Asia (BBCA IJ)</a> is not only more advanced in providing lowest cost of fundings but also most transparent compared to other banks as well as other companies. </li>
</ul>


The purge out of Jakarta Stock Exchange Composite Index (JCI INDEX) for Barito Group of companies has happened, causing the share prices to drop even lower. 
As a result, the large bank stocks like Bank Central Asia (BBCA IJ) and others should receive a higher weightings in the index, causing more inflows to the counters. 

Bank Central Asia (BBCA IJ) is not only more advanced in providing lowest cost of fundings but also most transparent compared to other banks as well as other companies. 


Mitsubishi UFJ Financial (MUFG) (8306 JP)

Bank Central Asia

Indonesia: MSCI Downgrade - Transparency