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

Wasion (3393): Is It a Buying Opportunity?

Wasion Group (3393 HK): Trading Rich Ahead Of Energy Solutions Play Spin-Off

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>Equity placement was fully subscribed, raising around HKD 1.5 bn, for Magnetic Latching &amp; HVDC that is critical for green energy grids and AI data center power efficiency.</li>
<li>
<a href="https://www.smartkarma.com/entities/wasion-group-holdings-ltd" target="_blank" data-smartkarma-citation="entities:421:1" rel="noopener">Wasion Group Holdings (3393 HK)</a> has moved from Smart Power meter to AI data center cooling solution provider with a much bigger total addressable market. </li>
<li>The company realistically can get a grip of the 65% fragmented total addressable market in the AI space to justify the current valuation level. </li>
</ul>


Equity placement was fully subscribed, raising around HKD 1.5 bn, for Magnetic Latching &amp; HVDC that is critical for green energy grids and AI data center power efficiency.

Wasion Group Holdings (3393 HK) has moved from Smart Power meter to AI data center cooling solution provider with a much bigger total addressable market. 
The company realistically can get a grip of the 65% fragmented total addressable market in the AI space to justify the current valuation level. 


Wasion (3393): Placement + Achievable New Focus