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

Lee & Man (2314): Higher Dividend, AI + ASEAN Launch

Placement: Nippon Paper's clean up trade, exiting China paper mills?

Notes from the Silk Road: Nine Dragons Paper Holdings (2689.HK) - Profit Upgrade Confirms Outlook

Outlook 2026: THE BIG IDEAS TO NAVIGATE MARKETS

US: Economic Policy Goes on the Naughty List in 2025

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

Lee & Man Paper Manufacturing / Equity Bottom-Up

<ul>
<li>Valuation is still cheap and recovery is in place - as share price has started to move last year.</li>
<li>The big 3 including <a href="https://www.smartkarma.com/entities/lee-man-paper-manufacturing" target="_blank" data-smartkarma-citation="entities:529:1" rel="noopener">Lee &amp; Man Paper Manufacturing (2314 HK)</a> , <a href="https://www.smartkarma.com/entities/nine-dragons-paper-holdings" target="_blank" data-smartkarma-citation="entities:528:1" rel="noopener">Nine Dragons Paper (2689 HK)</a> have agreed to reduce capacity of 0.6% that typically has 10x multiplier effect. </li>
<li>It is a sector that helps to reduce emissions by recycling used paper. </li>
</ul>


Valuation is still cheap and recovery is in place - as share price has started to move last year.
The big 3 including Lee &amp; Man Paper Manufacturing (2314 HK) , Nine Dragons Paper (2689 HK) have agreed to reduce capacity of 0.6% that typically has 10x multiplier effect. 
It is a sector that helps to reduce emissions by recycling used paper. 


Lee & Man Paper Manufacturing

Lee & Man (2314): Recovery Play