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

Primer: Samsung SDI (006400 KS) - Aug 2026

Samsung SDI (006400 KS/Buy)Third Consecutive Earnings Beat Expected

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>
<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> returned to profitability earlier than expected, thanks to the pivot to AI data center back up system and key EV partnerships. </li>
<li>Contrary to popular belief, the AMPC (credit for being green in the US), is still active and contributed to SDI's bottom meaningfully. </li>
<li>As the valuation is relatively depressed right now, we should expect some sort of the Value Up program to kick in and the share price should re-rate. </li>
</ul>



Samsung SDI (006400 KS) returned to profitability earlier than expected, thanks to the pivot to AI data center back up system and key EV partnerships. 
Contrary to popular belief, the AMPC (credit for being green in the US), is still active and contributed to SDI's bottom meaningfully. 
As the valuation is relatively depressed right now, we should expect some sort of the Value Up program to kick in and the share price should re-rate. 


Samsung SDI

Samsung SDI (006400): Re-Rate Soon