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

SK Hynix to Announce a Major Shareholder Return Plan - But How Much Is This Already Factored In?

SK Hynix's 40 Trillion Won Share Buyback and Cancellation - Trading Implications

SK Hynix (000660 KS; SKHY US): Buyback Provides More Optionality than a Special Div

Increasing Probability of Calling Off the Solidigm IPO on NASDAQ?

SK Square: An Updated NAV Analysis + A Key Beneficiary of Higher Shareholder Returns by SK Hynix

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/sk-hynix-inc" target="_blank" data-smartkarma-citation="entities:16955:1" rel="noopener">SK Hynix (000660 KS)</a> is trading at a historical low at 6x PER, and growth (as of now) remains intact. </li>
<li>The share buyback announcement helped to catapult the share price by 12% today. </li>
<li>The workers' bonus in stocks should be seen as a risk - the total volume will not be material enough to affect daily liquidity. </li>
</ul>



SK Hynix (000660 KS) is trading at a historical low at 6x PER, and growth (as of now) remains intact. 
The share buyback announcement helped to catapult the share price by 12% today. 
The workers' bonus in stocks should be seen as a risk - the total volume will not be material enough to affect daily liquidity. 


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

SK Hynix (000660): Time to Build Position Again