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

Samsung SDI (006400): Turnaround and AMPC

Samsung SDI (006400): When Is the Buying Opportunity?

Samsung SDI (006400 KS/Buy)Valuation Gap with Global Peers to Narrow; Raise TP to W450,000

Samsung SDI: Plans to Sell Its Stake in Samsung Display (Samsung Electronics - The Likely Buyer?)

Robots Need Food (Batteries) - Key Beneficiaries in Korea

Samsung SDI (006400 KS/Buy)Implications of a Potential Samsung Display Stake Sale

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>Mercedes has joined <a href="https://www.smartkarma.com/entities/bayerische-motoren-werke-ag-bmw-72824b26-c157-46b2-bafe-650cb75a091f" target="_blank" data-smartkarma-citation="entities:21591:1" rel="noopener">Bayerische Motoren Werke (BMW) (BMW GR)</a> and <a href="https://www.smartkarma.com/entities/stellantis-nv-847415d2-edbe-4b97-b9c9-bece87ed6f72" target="_blank" data-smartkarma-citation="entities:27920:1" rel="noopener">Stellantis NV (STLAM IM)</a> as customers of Samsung SDI. </li>
<li>We chronicled the different phase of <a href="https://www.smartkarma.com/entities/samsung-sdi-co-ltd" target="_blank" data-smartkarma-citation="entities:503:1" rel="noopener">Samsung SDI (006400 KS)</a> development and how the PER varied over time, reflecting the business condition. </li>
<li>EU EV subsidy has moved on from simple grants to Industrial Protectionism that benefit players with local manufacturing facilities like Samsung SDI. The difference is 15-25% per vehicle. </li>
</ul>


Mercedes has joined Bayerische Motoren Werke (BMW) (BMW GR) and Stellantis NV (STLAM IM) as customers of Samsung SDI. 
We chronicled the different phase of Samsung SDI (006400 KS) development and how the PER varied over time, reflecting the business condition. 
EU EV subsidy has moved on from simple grants to Industrial Protectionism that benefit players with local manufacturing facilities like Samsung SDI. The difference is 15-25% per vehicle. 


Contemporary Amperex Technology (CATL) (300750 CH)

Contemporary Amperex Technology (3750 HK)

Samsung SDI

Samsung SDI (006400): More to Come