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 IPS Securex: Will 2018 (Finally) Be a Better Year?

AGM IPS Securex: Hope Springs Eternal, Will FY20 Finally Be Its Breakout Year?

Value-focused bottom-up Asian equity research

NVB Asia Pte Ltd

Equity Bottom-Up

<ul><li><a href="https://www.smartkarma.com/entities/15717" target="_blank" data-smartkarma-citation="entities:15717:1">Ips Securex Holdings Ltd (IPSS SP)</a> is an <strong>integrated security solutions provider</strong></li><li>Company founded in 2000 and listed on SGX in 2014 as a spin-off from IPS Group Pte. Ltd.</li><li>IPS' HQ in Singapore but active in 17 Asian countries</li><li>Philippines ISIS insurgency in Mindanao shows that Asian governments better be prepared for higher chance of terrorist activity in their respective countries</li><li>After dismal 2016 IPS Securex likely to report weak 2017 (year-end 30/6/17)</li><li>2018 should see rebound in Singapore market and potential new contract wins in Indonesia, Malaysia and Thailand</li><li>Share Price down 68% from peak in 2015; which makes this an interesting micro-cap to put on your watchlist</li></ul>

Ips Securex Holdings Ltd (IPSS SP) is an integrated security solutions providerCompany founded in 2000 and listed on SGX in 2014 as a spin-off from IPS Group Pte. Ltd.IPS' HQ in Singapore but active in 17 Asian countriesPhilippines ISIS insurgency in Mindanao shows that Asian governments better be prepared for higher chance of terrorist activity in their respective countriesAfter dismal 2016 IPS Securex likely to report weak 2017 (year-end 30/6/17)2018 should see rebound in Singapore market and potential new contract wins in Indonesia, Malaysia and ThailandShare Price down 68% from peak in 2015; which makes this an interesting micro-cap to put on your watchlist

Discover Singapore: IPS Securex (IPSS SP); Defending Asian Governments from Terrorist Threats