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Henry Soediarko

Henry Soediarko
Asian Insight Provider - Actionable ideas
CrossASEAN Research

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Indonesia Equity Bottom-Up
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27 Feb 2024 19:11

Comfortdelgro (CD): March on Chinese Tourists

​Comfortdelgro Corp's share price lags behind tourism transport peers despite strong drivers like Chinese tourist influx and compelling valuation.

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19 Feb 2024 10:00

Keisei Electric Rail (9009): Can Be Higher

​Keisei Electric Railway Co's share price is rising in line with positive fundamentals, driven by a weak Yen, COVID rebound, and potential increase...

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bearishSamsung SDI
30 Jan 2024 12:30

Samsung SDI (006400): No Catalyst in Sight

Samsung SDI is the de facto beneficiary of the EU subsidies for EV but it has taken a toll recently thus probably makes sense to stay away until...

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22 Jan 2024 23:08

Travelsky (696): Stay Away for Now

Usually Travelsky is reliable name for a play in rebound in domestic tourism with a relatively predictable earnings but the recent disclosure...

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16 Jan 2024 11:50

Airport of Thailand (AOT): Near Term Gain

AOT looks interesting right now, as there have been a few initiatives by both the management and the local authority to win tourism market share in...

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