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

Nexteer (1316): Unjustly Punished and Bounce Soon?

Nexteer (1316): Recent Innovation and Focus on EV

Nexteer (1316): Earnings Update, Bond Redemption, and Auditor

Nexteer (1316): Positive Sentiment and Exciting 2H 2021

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>The US auto industry electrification has started as the POTUS pledged that 50% of all new vehicles sold in 2030 will be zero-emissions vehicles including BEV and PHEV.</li>
<li>Nexteer's EPS product helps to reduce fuel consumption with a ratio of <strong>1 EPS system for 1000 gallons of fuel saved</strong>.</li>
<li>
<a href="https://www.smartkarma.com/entities/nexteer-automotive-group-ltd" target="_blank" data-smartkarma-citation="entities:15483:1" rel="noopener">Nexteer Automotive (1316 HK)</a> is trading at a 76% EV/EBITDA discount to its peers with an undemanding PER and PBR. </li>
</ul>


The US auto industry electrification has started as the POTUS pledged that 50% of all new vehicles sold in 2030 will be zero-emissions vehicles including BEV and PHEV.
Nexteer's EPS product helps to reduce fuel consumption with a ratio of 1 EPS system for 1000 gallons of fuel saved.

Nexteer Automotive (1316 HK) is trading at a 76% EV/EBITDA discount to its peers with an undemanding PER and PBR. 


Nexteer Automotive

Nexteer (1316): EV Enabler