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

The Week That Was in ASEAN@Smartkarma - Sea Ltd's Indian Odyssey, GoTo IPO, and Cisaru Modern Dairy

Jasa Marga (JSMR): Traffic Is Back, on the Ground Sources.

Airport of Thailand (AOT): Prepare to Take Off

Airport of Thailand (AOT): Phuket Sandbox

ASEAN Reopening: Tourism and Transport Reboot

Bangkok Expressway (BEM): Ridership Increase

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 Thai government plans to scrap pre-travel COVID-19 to boost tourism, and visitors will only be tested on arrival in Thailand - expect to have more tourists in Thailand.</li>
<li>Q4 2021 revenue started to bounce higher YoY although still 50% of pre-COVID level but shows some promise. </li>
<li>
<a href="https://www.smartkarma.com/entities/platinum-group-pcl" target="_blank" data-smartkarma-citation="entities:27170:1" rel="noopener">Platinum Group PCL (PLAT TB)</a>  share price went up by 24%within a year, with a 0.7x PBR to 1.02x PBR. Still early but why wait longer? </li>
</ul>


The Thai government plans to scrap pre-travel COVID-19 to boost tourism, and visitors will only be tested on arrival in Thailand - expect to have more tourists in Thailand.
Q4 2021 revenue started to bounce higher YoY although still 50% of pre-COVID level but shows some promise. 

Platinum Group PCL (PLAT TB)  share price went up by 24%within a year, with a 0.7x PBR to 1.02x PBR. Still early but why wait longer? 


Platinum (PLAT): The Shoppers Coming Back