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

Minth Group (425 HK) - Solid Growth Outlook from Battery Housing, Robotics and AIDC

Minth Group (425 HK) - Solid Outlook in Both Auto and New Businesses

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/minth-group-limited" target="_blank" data-smartkarma-citation="entities:9232:1" rel="noopener">Minth Group (425 HK)</a> managed to bag a new business deal with <a href="https://www.smartkarma.com/entities/mirle-automation-corp" target="_blank" data-smartkarma-citation="entities:6166:1" rel="noopener">Mirle Automation (2464 TT)</a> to manufacture robotic dogs and will increase its revenue by 60% in 4 years. </li>
<li>Minth's valuation should expand, nearer to that of AI and technology companies with an average of 37x PER, while Minth is valued at 10-12x PER. </li>
<li>Sell-Side brokers raised the target price to between HKD 46 and 57, implying around 24-54% upside for owning <a href="https://www.smartkarma.com/entities/minth-group-limited" target="_blank" data-smartkarma-citation="entities:9232:1" rel="noopener">Minth Group (425 HK)</a> . </li>
</ul>



Minth Group (425 HK) managed to bag a new business deal with Mirle Automation (2464 TT) to manufacture robotic dogs and will increase its revenue by 60% in 4 years. 
Minth's valuation should expand, nearer to that of AI and technology companies with an average of 37x PER, while Minth is valued at 10-12x PER. 
Sell-Side brokers raised the target price to between HKD 46 and 57, implying around 24-54% upside for owning Minth Group (425 HK) . 


Minth Group

Minth (425): A Breath of Fresh Air