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

Sritex (SRIL): Protectionist Rule Beneficiary

The Week That Was in ASEAN@Smartkarma - ASEAN Retail, Indonesian Pipes, and Textiles

Sritex (SRIL): Undervalued with More Products and B2C

A Talk with Sritex on New Acquisition and More

National Treasure: Sri Rejeki Isman or Sritex

DNL: Sticky Customers, Improved Product Mix, Growing Top Line with Increasing Margin

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

<p><a href="https://www.smartkarma.com/entities/20178" target="_blank" data-smartkarma-citation="entities:20178:1">Sri Rejeki Isman Tbk Pt (SRIL IJ)</a> has executed the conditional sale and purchase agreement dated 12th December 2017 with amendment on the 6th February 2018 with regards to the acquisition of PT Primayudha (PM) and PT Bitratex (BI). On the February 7th, 2018, the first trance of share transfer of 82% in each PM and BI has been completed for an amount of USD 69,699,016.42. The second tranche of share transfer in BI and PM at USD 15.3 million will be executed in two instalments; the first one of…</p>

Sri Rejeki Isman Tbk Pt (SRIL IJ) has executed the conditional sale and purchase agreement dated 12th December 2017 with amendment on the 6th February 2018 with regards to the acquisition of PT Primayudha (PM) and PT Bitratex (BI). On the February 7th, 2018, the first trance of share transfer of 82% in each PM and BI has been completed for an amount of USD 69,699,016.42. The second tranche of share transfer in BI and PM at USD 15.3 million will be executed in two instalments; the first one of…

Sritex: The 1st Tranche of Acquisition Payment Is Done