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

Laopu Gold (6181 HK): Technical Overhang Masks Strong Fundamentals – Gold Bulls Stay Put

Laopu Gold (6181.HK) - Gold Stocks Are Different from Gold Commodities

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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>Share price has been punished, as there have been plenty pre-IPO investors who took profit, although operating numbers are actually doing quite well. </li>
<li>
<a href="https://www.smartkarma.com/entities/laopu-gold-co-ltd-class-h" target="_blank" data-smartkarma-citation="entities:44036:1" rel="noopener">Laopu Gold (6181 HK)</a> is different from <a target="_blank">Chow Tai Fook Jewellery (1929 HK)</a>, as the former is more of a global luxury house than a goldsmith.</li>
<li>At 7x PER and a 10% dividend yield, combined with the calming down of the sellers' volume, <a href="https://www.smartkarma.com/entities/laopu-gold-co-ltd-class-h" target="_blank" data-smartkarma-citation="entities:44036:1" rel="noopener">Laopu Gold (6181 HK)</a> may actually offer a value. </li>
</ul>


Share price has been punished, as there have been plenty pre-IPO investors who took profit, although operating numbers are actually doing quite well. 

Laopu Gold (6181 HK) is different from Chow Tai Fook Jewellery (1929 HK), as the former is more of a global luxury house than a goldsmith.
At 7x PER and a 10% dividend yield, combined with the calming down of the sellers' volume, Laopu Gold (6181 HK) may actually offer a value. 


LVMH Moet Hennessy Louis Vuitt (LVMUY US)

Laopu Gold (6181): Sellers Have Calmed Down