Insight Provider, CrossASEAN Research

Nicolas Van Broekhoven

Was on the buyside for 15 years, most recently at a medium-sized boutique asset management firm. I grew up in Europe, went to university in the US and have been living in Singapore for the last 7 years which has given me a broad scope on the world and investing in general.

Consider myself a generalist investor with a preference for small and mid-cap companies and special situations. However, a large cap that has gone temporarily out of favor might also pique my interest. 

My style of investing could be categorized as more of value investor, rather than growth at any cost. Learning from Charlie Munger on the importance of quality of a company has been of tremendous value over the years.I like businesses with real earnings, cash flows, dividends, book value and insider ownership.

Insight Provider

Breadtalk: +81% Since March 2017 Insight; ST Fair Value Has Been Reached; Risk-Reward Balanced

Koufu (KOUFU): Supergrowth from Brown Sugared-Tea

BreadTalk (BREAD SP): As Din Tai Fung Opens in London, CEO Puts Out Target to Double Mkt Cap

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

<p style="text-align: left;">On Friday 20th of April, I attended the AGM of <a href="https://www.smartkarma.com/entities/15888" target="_blank" data-smartkarma-citation="entities:15888:1">Breadtalk Group Ltd (BREAD SP)</a> in Singapore. There were about +/- 100 shareholders in attendance. The AGM was organized at the company's HQ building in Tai Seng and lasted for about two hours.</p><p style="text-align: left;">Since Breadtalk does not participate in many conferences meeting the senior management is a challenge and the AGM is one of the few opportunities to have the entire board of directors at your disposal. All resolutions proposed were passed. The most important…</p>

On Friday 20th of April, I attended the AGM of Breadtalk Group Ltd (BREAD SP) in Singapore. There were about +/- 100 shareholders in attendance. The AGM was organized at the company's HQ building in Tai Seng and lasted for about two hours.Since Breadtalk does not participate in many conferences meeting the senior management is a challenge and the AGM is one of the few opportunities to have the entire board of directors at your disposal. All resolutions proposed were passed. The most important…

AGM Breadtalk: 2020 8% NPM Target Reiterated; New CEO Makes Solid Impression