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

Airport of Thailand (AOT): Become a Utility Play?

AIRPORTS OF THAILAND Plc. (AOT): PSC Revenue Growth Offsets KPD Impact

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 visa-free privilege for Chinese tourists may be being reviewed due to the suspected illegal arms network in Pattaya. Chinese tourists contributed up to 20% of the total in 2024. </li>
<li>As of mid last year, Thailand officially restricted cannabis to medical use only; thus, everyone must obtain a a mandatory prescription, although implementation may be harder. </li>
<li>Alcohol consumption is banned in public places, but it won't impact the alcohol distributors. The 2-5 pm ban on alcohol sales did a lot of damage back then. </li>
</ul>


The visa-free privilege for Chinese tourists may be being reviewed due to the suspected illegal arms network in Pattaya. Chinese tourists contributed up to 20% of the total in 2024. 
As of mid last year, Thailand officially restricted cannabis to medical use only; thus, everyone must obtain a a mandatory prescription, although implementation may be harder. 
Alcohol consumption is banned in public places, but it won't impact the alcohol distributors. The 2-5 pm ban on alcohol sales did a lot of damage back then. 


Airports of Thailand

On the Ground - Thailand