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 HK)- Weak Print, Industry Upgrading & Restructuring, Attractive Dividend Yield

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

Yadea (1585 HK): No.1 Player Acquires No. 5 Competitor to Solidify Domestic Dominance

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> result was not great, and its share price suffered as a result. However, <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> results were much worse than Yadea. </li>
<li>The industry is going through consolidation, so whichever company has a stronger war chest should be better off.  </li>
<li>Yadea's valuation is near a historical low, but it has great support from the 6% dividend yield. Expect the share price to diverge from Aima Tech.  </li>
</ul>



Yadea (1585 HK) result was not great, and its share price suffered as a result. However, AIMA Technology Group (603529 CH) results were much worse than Yadea. 
The industry is going through consolidation, so whichever company has a stronger war chest should be better off.  
Yadea's valuation is near a historical low, but it has great support from the 6% dividend yield. Expect the share price to diverge from Aima Tech.  


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