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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Equity Bottom-Up

Health And Happiness (H&H) / Equity Bottom-Up

<p>As the regulator finalizes the new policy that will tighten infant milk formula in China, the domestic company with physical presence and established distribution channel will benefit in the long term post the destocking overhang. </p><p>Swissee, an Australian multivitamin producer that is 83% owned by Biostime since 3Q 2015, could provide the much-needed sales boost while waiting for the infant milk formula business to accelerate post 2017's destocking overhang.</p>

As the regulator finalizes the new policy that will tighten infant milk formula in China, the domestic company with physical presence and established distribution channel will benefit in the long term post the destocking overhang. Swissee, an Australian multivitamin producer that is 83% owned by Biostime since 3Q 2015, could provide the much-needed sales boost while waiting for the infant milk formula business to accelerate post 2017's destocking overhang.

Health And Happiness (H&H)

Is It Now Time to Milk Biostime?