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 (TLKM): Proven Spin-Off Track Record

Telkom Indonesia (TLKM.IJ) Taking a Conservative Approach on Asset Accounting

Telkom Indonesia - Potential Icon+ Consolidation to Reignite Infranexia’s Value Unlocking Story

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>The management of <a href="https://www.smartkarma.com/entities/pt-telkom-indonesia-persero-tbk" target="_blank" data-smartkarma-citation="entities:1051:1" rel="noopener">Telkom Indonesia (TLKM IJ)</a> cancelled the Extraordinary General Meeting that was supposed to take place 24th April without giving replacement date. </li>
<li>It is a delay rather than a cancellation, as the investors reacted calmly, while foreign investors also remain invested. </li>
<li>It remains the "defensive anchor" with the deepest moat thanks to the massive physical infrastructure (backbone and subsea cables) and the strongest balance sheet.</li>
</ul>


The management of Telkom Indonesia (TLKM IJ) cancelled the Extraordinary General Meeting that was supposed to take place 24th April without giving replacement date. 
It is a delay rather than a cancellation, as the investors reacted calmly, while foreign investors also remain invested. 
It remains the "defensive anchor" with the deepest moat thanks to the massive physical infrastructure (backbone and subsea cables) and the strongest balance sheet.


Telkom Indonesia

Telkomsel (TLKM): Update on EGMS