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): Placement + Achievable New Focus

Wasion (3393): Is It a Buying Opportunity?

Wasion Holdings (3393): More than Smart Power Meter

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>
<a href="https://www.smartkarma.com/entities/hong-kong-hang-seng-index" target="_blank" data-smartkarma-citation="entities:22899:1" rel="noopener">Hang Seng Index (HSI INDEX)</a> has announced that Wasion will be included in the index effective the 9th of March 2026. </li>
<li>Typically, this spurs inflow into the stock; thus, it is very likely that <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> share price will rise. </li>
<li>The question is when to lock in some profit—is it soon or just before the index inclusion date?</li>
</ul>



Hang Seng Index (HSI INDEX) has announced that Wasion will be included in the index effective the 9th of March 2026. 
Typically, this spurs inflow into the stock; thus, it is very likely that Wasion Group Holdings (3393 HK) share price will rise. 
The question is when to lock in some profit—is it soon or just before the index inclusion date?


Hong Kong Exchanges and Clearing (388 HK)

Wasion

Wasion Holdings (3393): Index Inclusion