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INSIGHT PROVIDER
Rising
Henry Soediarko
Asian Insight Provider - Actionable ideas
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CrossASEAN Research
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Location:
Singapore
Joined:
01 November 2016
441
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Indonesia
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Equity Bottom-Up
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Recent
bullish
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Far East Hospitality Trust
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25 Mar 2024 21:33
Far East Hospitality Trust (FEHT): Swift Effect
Far East Hospitality Trust hotels (74% of the revenue) should be beneficiaries of the Swift concert mania, but so far the share price has not gone...
Henry Soediarko
241 Views
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bullish
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Travelsky Technology Ltd H
•
24 Mar 2024 21:13
Travelsky (696 HK): Big Jan and Feb so Far
At 18x PER, Travelsky clearly is trading at undemanding valuation. The large growth of tourists coming during CNY also indicates that the potential...
Henry Soediarko
341 Views
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bullish
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Comfortdelgro Corp
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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.
Henry Soediarko
295 Views
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bullish
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Keisei Electric Railway Co
•
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...
Henry Soediarko
362 Views
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bearish
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Samsung SDI
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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...
Henry Soediarko
321 Views
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