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

Bumitama Agri: Why Is This Stock an Unanimous Buy?

Wilmar International: A Hold Based On Stable Margins & Agricultural Commodity Prices

Golden Agri Resources: Robust Q1 2017 Operating Performance; High Financial Leverage Sustained

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

<ul>
<li>
<a href="https://www.smartkarma.com/entities/bumitama-agri-ltd" target="_blank" data-smartkarma-citation="entities:7757:1" rel="noopener">Bumitama Agri (BAL SP)</a> is a pure-play CPO play on SGX which like the rest of its peers has lagged the price of CPO by a mile.</li>
<li>What could be the catalyst to change this? We preview FY21 results which will be announced on 28th February and its dividend outlook going into FY22.</li>
<li>BAL should take a page from the <a href="https://www.smartkarma.com/entities/geo-energy-resources-ltd" target="_blank" data-smartkarma-citation="entities:8717:1" rel="noopener">Geo Energy Resources (GERL SP)</a> playbook and start to pay out aggressive bi-annual dividends to get Mr. Market's attention.</li>
</ul>



Bumitama Agri (BAL SP) is a pure-play CPO play on SGX which like the rest of its peers has lagged the price of CPO by a mile.
What could be the catalyst to change this? We preview FY21 results which will be announced on 28th February and its dividend outlook going into FY22.
BAL should take a page from the Geo Energy Resources (GERL SP) playbook and start to pay out aggressive bi-annual dividends to get Mr. Market's attention.


Bumitama Agri: Lagging CPO Price Action; Large Special Dividend Possible at FY21 Results Briefing