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

Murata Mfg (6981) Accelerated Overseas Offer - Minimal Index But Low Vol Vs Peers

ECM Weekly (20th Jan 2025) - Guming, LG India, Schloss (Leela), Freetech, Chongqing Terminus, Murata

Primer: Murata Manufacturing (6981 JP) - Sep 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

<ul>
<li>If you are (still) bullish on data centers and AI, <a href="https://www.smartkarma.com/entities/murata-manufacturing-co-ltd" target="_blank" data-smartkarma-citation="entities:11649:1" rel="noopener">Murata Manufacturing (6981 JP)</a>  is the one you should go long. </li>
<li>
<a href="https://www.smartkarma.com/entities/murata-manufacturing-co-ltd" target="_blank" data-smartkarma-citation="entities:11649:1" rel="noopener">Murata Manufacturing (6981 JP)</a> grew its OPM more than <a href="https://www.smartkarma.com/entities/tdk-corp" target="_blank" data-smartkarma-citation="entities:18847:1" rel="noopener">TDK Corp (6762 JP)</a> while its revenue growth is smaller than the latter, a sign of <strong>effective</strong> operating leverage. </li>
<li>For investors who prefer earnings quality and margin expansion over top line revenue growth, Murata is your answer. </li>
</ul>


If you are (still) bullish on data centers and AI, Murata Manufacturing (6981 JP)  is the one you should go long. 

Murata Manufacturing (6981 JP) grew its OPM more than TDK Corp (6762 JP) while its revenue growth is smaller than the latter, a sign of effective operating leverage. 
For investors who prefer earnings quality and margin expansion over top line revenue growth, Murata is your answer. 


Murata (6981) Vs. TDK (6762): Still Murata