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

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

PT Selamat Sempurna Tbk manufactures automotive components such as filters, radiators, condensers, air conditioners, brake pipes, fuel pipes, fuel tanks, mufflers, and machinery spare parts.

<ul>
<li>The company's main product, filers, are no longer key features in Electric Vehicles thus earnings will be pressured. </li>
<li>Venture into air-purifying business is commendable yet it may not plug the hole immediately.</li>
<li>Foreign investors in the company are mainly looking for exposure in the auto-related business, so the change into air purifier may cause them to sell. </li>
</ul>

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. 

Selamat Sempurna

Selamat Sempurna (SMSM): Less Filters