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

Discover Singapore: Price (Almost) Equals Cash... ; PEC SP Equity

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

Friday afternoon I attended the AGM of <a href="https://www.smartkarma.com/entities/19415" target="_blank" data-smartkarma-citation="entities:19415:1">PEC Ltd. (PEC SP)</a> in Singapore's M Hotel. The meeting was attended by approximately 100 shareholders. <figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/036/731/original/agm%202017%20picture.jpg?1509172074" class="editor-image img-responsive" data-smartkarma-image-id="36731"></figure>The amount and quality of questions asked to management were high. Most of the talking was done by CEO Robert Dompeling. Edna Ko, Chairlady and majority shareholder, rarely spoke.A shareholder wanted to know why the revenues in the last financial year were again lower than the previous year. Robert said that PEC has been active in the past two years but was…

Friday afternoon I attended the AGM of PEC Ltd. (PEC SP) in Singapore's M Hotel. The meeting was attended by approximately 100 shareholders. The amount and quality of questions asked to management were high. Most of the talking was done by CEO Robert Dompeling. Edna Ko, Chairlady and majority shareholder, rarely spoke.A shareholder wanted to know why the revenues in the last financial year were again lower than the previous year. Robert said that PEC has been active in the past two years but was…

AGM PEC: Outlook Is Improving; This Laggard Has 80% Upside