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

Xiabu Xiabu (520 HK) – More Time Is Needed to Reform and Recover

Xiabu Xiabu (520 HK) – Both sales and margin recovery are on track

China Catering Sector: Long Xiabuxiabu / Short Jiumaojiu

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>Last Friday, <a href="https://www.smartkarma.com/entities/xiabuxiabu-catering-management-china-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:76:1" rel="noopener">Xiabuxiabu (520 HK)</a> share price rally screams for a deep value turnaround story. But is it really the case?</li>
<li>The management went through the painful "trim the fat" exercise last year to cope with the falling customer traffic. </li>
<li>The ultra-cheap valuation plus buyback program and the Chairman buying from the open market should force some sort of squeeze, pushing the share price up. </li>
</ul>


Last Friday, Xiabuxiabu (520 HK) share price rally screams for a deep value turnaround story. But is it really the case?
The management went through the painful "trim the fat" exercise last year to cope with the falling customer traffic. 
The ultra-cheap valuation plus buyback program and the Chairman buying from the open market should force some sort of squeeze, pushing the share price up. 


Xiabuxiabu (520): Out of the Money Call Option