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

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Equity Bottom-Up

AAC Technologies Holdings / Equity Bottom-Up

While in general smartphone producer is maturing and having less margin, AAC Technology evolved from providing an acoustic solution to providing haptic technology solution (for the vibrationtap on your smartphone) that can be found across smartphone brands and operating system. Their domestic sales (China) has been increasing to mitigate potential slowdown on Apple’s sales.The share price currently trades at 22x PE but PEG is still less than 1. PER is richer than historical average but growth is still thriving by also supplying for Chinese smartphone brands rather than relying on Apple only.

While in general smartphone producer is maturing and having less margin, AAC Technology evolved from providing an acoustic solution to providing haptic technology solution (for the vibrationtap on your smartphone) that can be found across smartphone brands and operating system. Their domestic sales (China) has been increasing to mitigate potential slowdown on Apple’s sales.The share price currently trades at 22x PE but PEG is still less than 1. PER is richer than historical average but growth is still thriving by also supplying for Chinese smartphone brands rather than relying on Apple only. 

AACテクノロジー：サウンドとタッチ