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

NYK (9101): Laggard but Numbers Are Better

Nippon Yusen (9101) BIG Buyback Announced

Primer: Nippon Yusen Kk (9101 JP) - Sep 2025

Nippon Yusen (9101) - Guidance Revision Up Still Conservative, Means More Capital Return Eventually

Nippon Yusen (9101) - Another Big Buyback Announced, But Details Matter

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>Shipping stocks (freighters) have proven resilient during COVID, when everything else suffered. </li>
<li>
<a href="https://www.smartkarma.com/entities/nippon-yusen-kk" target="_blank" data-smartkarma-citation="entities:12285:1" rel="noopener">Nippon Yusen Kk (9101 JP)</a> is one of the 3 giants in Japan that pays a 5% dividend, trades at 10x PER and in the midst of its buyback program. </li>
<li>Share price performance in March (start of the Iran conflict) beat <a href="https://www.smartkarma.com/entities/nikkei-225" target="_blank" data-smartkarma-citation="entities:22909:1" rel="noopener">Nikkei 225 (NKY INDEX)</a> and <a href="https://www.smartkarma.com/entities/nasdaq-composite-index" target="_blank" data-smartkarma-citation="entities:22888:1" rel="noopener">NASDAQ Composite Index (CCMP INDEX)</a> .</li>
</ul>


Shipping stocks (freighters) have proven resilient during COVID, when everything else suffered. 

Nippon Yusen Kk (9101 JP) is one of the 3 giants in Japan that pays a 5% dividend, trades at 10x PER and in the midst of its buyback program. 
Share price performance in March (start of the Iran conflict) beat Nikkei 225 (NKY INDEX) and NASDAQ Composite Index (CCMP INDEX) .


Nippon Yusen Kk

NYK (9101): Iran Conflict Hedge