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

Primer: YTL Power International (YTLP MK) - Aug 2026

YTL Power - Raising DC valuation (YTLP MK, CP MYR5.75, U/G BUY, TP MYR6.50, Utilities)

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

YTL Power International / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ytl-power-international-bhd" target="_blank" data-smartkarma-citation="entities:1239:1" rel="noopener">YTL Power International (YTLP MK)</a> has moved from a utility company to an AI value chain that commands higher valuation. </li>
<li>It partners with <a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">NVIDIA Corp (NVDA US)</a>to build data centers in Johor area. </li>
<li>It also acts as foreign currency accumulator, as it borrows in MYR and receive revenue in both <a href="https://www.smartkarma.com/entities/gbp" target="_blank" data-smartkarma-citation="entities:22822:1" rel="noopener">GBP (GBPUSD CURNCY)</a> and <a href="https://www.smartkarma.com/entities/sgd" target="_blank" data-smartkarma-citation="entities:22827:1" rel="noopener">SGD (USDSGD CURNCY)</a> .</li>
</ul>



YTL Power International (YTLP MK) has moved from a utility company to an AI value chain that commands higher valuation. 
It partners with NVIDIA Corp (NVDA US)to build data centers in Johor area. 
It also acts as foreign currency accumulator, as it borrows in MYR and receive revenue in both GBP (GBPUSD CURNCY) and SGD (USDSGD CURNCY) .


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

YTL Power International

YTL Power: Transformation