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

Kimly Limited (1D0.SI): Market Leader in Singapore F&B, Strong Dividend and Potential for Growth

Kimly: Results Slightly Better than Expected

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>
<a href="https://www.smartkarma.com/entities/kimly-ltd" target="_blank" data-smartkarma-citation="entities:28157:1" rel="noopener">Kimly (KMLY SP)</a> is a defensive, stable consumer business that is very much integrated into Singapore's way of living. </li>
<li>Unlike its peers, such as Oriental Kopi, which are still growing and expanding their physical presence rather aggressively, Kimly has done it carefully.</li>
<li>Investors will pay less than 6x EV/EBITDA for a consistent 5% dividend. </li>
</ul>



Kimly (KMLY SP) is a defensive, stable consumer business that is very much integrated into Singapore's way of living. 
Unlike its peers, such as Oriental Kopi, which are still growing and expanding their physical presence rather aggressively, Kimly has done it carefully.
Investors will pay less than 6x EV/EBITDA for a consistent 5% dividend. 


Kimly

Kimly: Reliable and Stable Staple