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

Equity Bottom-Up

AAC Technologies Holdings / Equity Bottom-Up

Some of the key drivers for mobile device markets include increasing demand for consumer electronics, higher internet penetration rate in emerging markets, gaming applications, medical industry and technological innovation.Haptic technology in the medical sector by doctors for training purpose in various surgical procedures is the major driving factor for market growth. High power consumption and increasing costs are constraining market growth.As mentioned above, haptic and touch technology for…

Some of the key drivers for mobile device markets include increasing demand for consumer electronics, higher internet penetration rate in emerging markets, gaming applications, medical industry and technological innovation.Haptic technology in the medical sector by doctors for training purpose in various surgical procedures is the major driving factor for market growth. High power consumption and increasing costs are constraining market growth.As mentioned above, haptic and touch technology for…

Touch and Sound – Haptic Market CAGR 22%