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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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13 May 2024 10:42

Cafe De Coral (341 HK): Immediate Upside

​Cafe De Coral struggles to rebound post-COVID, while Haidilao International Holding sees share price rally alongside market indices. Profit alert...

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bearishSido Muncul
09 May 2024 17:12

Sido Muncul (SIDO): Take Your Win First

​After a poor year last year, SIDO operating numbers come back in Q4 23 and even more so in Q1 24 due to revenue growth and cost cutting exercise....

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30 Apr 2024 22:58

Keisei Electric Rail (9009): For Relative Value Trade

Keisei's management received another pressure from activist investor to divest more stakes in Oriental Land. Weak Yen will help to bring tourists...

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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...

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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...

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