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

Opportunity for a 13% Return Buying into 3Q Results

Solid FY17 Results and Outlook Underpin 11.3% Yield

Dividend Cut on Heightened Capex Guidance - What Is the New Normal for Asia Pay TV?

Discover Singapore: Asian Pay Television Trust (APTT SP)

AGM Asian Pay Television Trust (APTT SP): Dividend Confirmed Again, Still 12% Yield

Value-focused bottom-up Asian equity research

NVB Asia Pte Ltd

Equity Bottom-Up

Asian Pay Television Trust / Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/3871" target="_blank" data-smartkarma-citation="entities:3871:1">Asian Pay Television Trust (APTT SP)</a> reported 1Q17 results and (again) confirmed its 2017 dividend.Vice Chairman Lu Fang-Ming was quoted<blockquote>APTT is a high quality business, and an excellent platform to leverage my sector experience and strategic partnerships in content creation, data processing and telecom services, which may have the potential to drive further growth for APTT Unitholders. We are very pleased to announce that with the completion of the Transaction, TBC’s interest margin on the…</blockquote>

Asian Pay Television Trust (APTT SP) reported 1Q17 results and (again) confirmed its 2017 dividend.Vice Chairman Lu Fang-Ming was quotedAPTT is a high quality business, and an excellent platform to leverage my sector experience and strategic partnerships in content creation, data processing and telecom services, which may have the potential to drive further growth for APTT Unitholders. We are very pleased to announce that with the completion of the Transaction, TBC’s interest margin on the…

Asian Pay Television Trust (APTT SP): Decent 1Q17, Lower Interest Costs and Dividend Confirmed Again