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

Telkom Indonesia (TLKM.IJ Rp 2,790; BUY TP Rp 3,500) Capex Discipline Eases FCF Concerns

Telkom Indonesia Persero - Updates from visit to data centre

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/pt-telkom-indonesia-persero-tbk-class-b" target="_blank" data-smartkarma-citation="entities:1051:1" rel="noopener">Telkom Indonesia (TLKM IJ)</a> share price is still down 23% YTD despite several positive catalysts.</li>
<li>Monetization of the InfraNexia could result in margin expansion and special dividend declaration. </li>
<li>The management has done it before with Mitratel, monetized through USD 1.3 billion IPO. </li>
</ul>



Telkom Indonesia (TLKM IJ) share price is still down 23% YTD despite several positive catalysts.
Monetization of the InfraNexia could result in margin expansion and special dividend declaration. 
The management has done it before with Mitratel, monetized through USD 1.3 billion IPO. 


Telkom (TLKM): Proven Spin-Off Track Record