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

AGM DiSa (DISA SP): Still Waiting for Explosive Growth Phase; Remains Story Stock to Watch

Discover Singapore: DiSa (DISA SP), Successful Wal-Mart Proof of Concept = Speculative Story Stock

AGM Disa: Explosive Growth Phase Around the Corner

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

As I have written in the past the SGX is home to a great story stock: <a href="https://www.smartkarma.com/entities/15058" target="_blank" data-smartkarma-citation="entities:15058:1">DiSa (DISA SP)</a>. If the company delivers on its promise it has the potential to be a 10x bagger in the coming 24-36 months and if it fails it is likely a zero. You normally find this sort of binary potential with biotech stocks on Nasdaq but not with any stocks on SGX.
For background on DiSa please see the insight stream.
Over the last few months, there has been lots of newsflow on DiSa which deserves some attention. The…

As I have written in the past the SGX is home to a great story stock: DiSa (DISA SP). If the company delivers on its promise it has the potential to be a 10x bagger in the coming 24-36 months and if it fails it is likely a zero. You normally find this sort of binary potential with biotech stocks on Nasdaq but not with any stocks on SGX.
For background on DiSa please see the insight stream.
Over the last few months, there has been lots of newsflow on DiSa which deserves some attention. The…

DiSa (DISA SP): This Story Stock Is Growing as Samsung Starts Using Its Anti-Theft Technology