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): Recent Innovation and Focus on EV

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

Nexteer – Macro Headwinds Open Up Buying Opportunity for the Patient

Nexteer up 29%!!! H1 2016 Was Great, but 29%? Hmmm Maybe Here's Why...

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

<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 has blown out in the past week, raising the question of whether it is time to sell or hold. 
The company has a pipeline of exciting and futuristic product innovation that will keep its existing customers (conventional automakers) happy while also winning more mandates in the EV industry.   
There will be a slight margin decline in the 2H 2020 from the North American customers but the increasing proportion of Chinese customers should help to plug the gap. The company is still trading on the 49% and 48% discount on PER and EV/EBITDA of its customers respectively.

Nexteer Automotive (1316 HK) share price has blown out in the past week, raising the question of whether it is time to sell or hold. 
The company has a pipeline of exciting and futuristic product innovation that will keep its existing customers (conventional automakers) happy while also winning more mandates in the EV industry.   
There will be a slight margin decline in the 2H 2020 from the North American customers but the increasing proportion of Chinese customers should help to plug the gap. The company is still trading on the 49% and 48% discount on PER and EV/EBITDA of its customers respectively.

Nexteer Automotive

Nexteer (1316): What to Do Now?