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): 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>
<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> share price fell 50% in Q1 22 due to the China lockdown scare although it has manufacturing facilities all over the world. </li>
<li>It traded below book value at some point and rallied alongside other Chinese names in the past month to currently at book value. </li>
<li>Most of the new business won is from EV OEMs thus the company deserves a higher multiple given the high growth in the EV sector. </li>
</ul>



Nexteer Automotive (1316 HK) share price fell 50% in Q1 22 due to the China lockdown scare although it has manufacturing facilities all over the world. 
It traded below book value at some point and rallied alongside other Chinese names in the past month to currently at book value. 
Most of the new business won is from EV OEMs thus the company deserves a higher multiple given the high growth in the EV sector. 


Nexteer (1316): Unjustly Punished and Bounce Soon?