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

Yadea (1585) Vs Aima (603529): Spread Should Widen

Yadea Group Holdings(1585HK): Strong 2025 Performance, Stronger Outlook for 2026

Yadea Group Holdings(1585HK): Bumper Profit Ahead, Aggressive Global Foray, Valuation Comfort

Yadea Group Holdings (1585.HK):The Silent EV Titan Scaling Beyond Borders; Positive Outlook for 2025

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/yadea-group-holdings-ltd" target="_blank" data-smartkarma-citation="entities:22706:1" rel="noopener">Yadea (1585 HK)</a> has introduced new capabilities, including sodium batteries and battery swapping, that will yield revenue growth. </li>
<li>Investments in the overseas manufacturing facilities will produce higher margins and avoid a price war in China. </li>
<li>After a big jump in the sales and earnings in FY 2025 while <a href="https://www.smartkarma.com/entities/aima-technology-group-co-ltd" target="_blank" data-smartkarma-citation="entities:40125:1" rel="noopener">AIMA Technology Group (603529 CH)</a> result is worse, the share price has not really moved. <strong>A buying opportunity. </strong>
</li>
</ul>



Yadea (1585 HK) has introduced new capabilities, including sodium batteries and battery swapping, that will yield revenue growth. 
Investments in the overseas manufacturing facilities will produce higher margins and avoid a price war in China. 
After a big jump in the sales and earnings in FY 2025 while AIMA Technology Group (603529 CH) result is worse, the share price has not really moved. A buying opportunity. 



Yadea (1585): FY 25 Strong Result Not Priced In