Insight Provider, CrossASEAN Research

Nicolas Van Broekhoven

Insight Provider

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

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<li>
<a href="https://www.smartkarma.com/entities/playmates-toys-ltd" target="_blank" data-smartkarma-citation="entities:2946:1" rel="noopener">Playmates Toys (869 HK)</a> has been listed since 2008 and makes TMNT toys. It has traded as high as 4 HKD/share on the back of successful TMNT movie launches</li>
<li>Paramount is set to launch a highly anticipated Seth Rogen-produced, TMNT movie in August 2023. In 2013/2014 the stock went up 8x on the last successful TMNT movie launch</li>
<li>Playmates Toys trades at negative enterprise value, hence giving a large margin of safety option to bet on the success of a TMNT revival</li>
</ul>



Playmates Toys (869 HK) has been listed since 2008 and makes TMNT toys. It has traded as high as 4 HKD/share on the back of successful TMNT movie launches
Paramount is set to launch a highly anticipated Seth Rogen-produced, TMNT movie in August 2023. In 2013/2014 the stock went up 8x on the last successful TMNT movie launch
Playmates Toys trades at negative enterprise value, hence giving a large margin of safety option to bet on the success of a TMNT revival


Playmates Toys: Betting on Paramount's New Teenage Mutant Ninja Turtle (TMNT) Movie

Hong Kong

Playmates Toys Limited design, develops, markets, and distributes toys. The Company's products include action figures, vehicles, dolls, plush, role play toys and interactive electronic toys.

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Playmates Toys: Betting on Paramount's New Teenage Mutant Ninja Turtle (TMNT) Movie

Playmates Toys is strongly linked to the Teenage Ninja Mutant Turtles franchise owned by Viacom. A new Seth Rogen-produced movie is coming in...

Nicolas Van Broekhoven