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

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

Robots Need Food (Batteries) - Key Beneficiaries in Korea

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> results came out strong and indicated a real turnaround potential that has started in 4Q25, thanks to the shift from EV battery to ESS. </li>
<li>SDI is a beneficiary of the massive surge in AI capex spending, in addition to its EV battery business that recently won a mandate from Mercedez. </li>
<li>There could be an additional USD 315 million from AMPC on 2H26 from SDI's operation in the US through its JV with <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> </li>
</ul>



Samsung SDI (006400 KS) results came out strong and indicated a real turnaround potential that has started in 4Q25, thanks to the shift from EV battery to ESS. 
SDI is a beneficiary of the massive surge in AI capex spending, in addition to its EV battery business that recently won a mandate from Mercedez. 
There could be an additional USD 315 million from AMPC on 2H26 from SDI's operation in the US through its JV with Stellantis NV (STLAM IM) 


Samsung SDI (006400): Turnaround and AMPC