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

Future Bright: Turnaround Continues with Positive Momentum Going into 2018

Gambling on a Bright Future - Initiating Coverage

FutureBright's 2Q18 Results Reaffirm Our 140% Target Return over 6-18 Months

Future Bright (703 HK): Value of Hengqin Land Could Be Substantial

Future Bright (703 HK): Value Play on Macau Rebound, at 0.45x Book It Is Too Cheap to Ignore

Future Bright (703 HK): 1H17 Results Are Soft, but Long Term Deep Value Proposition Remains

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

Future Bright Holdings / Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/14321" target="_blank" data-smartkarma-citation="entities:14321:1">Future Bright Holdings Ltd (703 HK)</a> share price has been going nowhere since the first time I wrote about the company (see insight stream on your right) as it has continued to report losses and is awaiting to 1)fill its rental property in Macau with a new tenant and 2) find a buyer for its land in Henqin.After market close on the 15th of November Future Bright <a href="http://www.hkexnews.hk/listedco/listconews/sehk/2017/1115/LTN20171115819.pdf" target="_blank">published its 3Q17 </a>figures.The core restaurant business had seen some gradual improvement over the last few quarters so it is encouraging…

Future Bright Holdings Ltd (703 HK) share price has been going nowhere since the first time I wrote about the company (see insight stream on your right) as it has continued to report losses and is awaiting to 1)fill its rental property in Macau with a new tenant and 2) find a buyer for its land in Henqin.After market close on the 15th of November Future Bright published its 3Q17 figures.The core restaurant business had seen some gradual improvement over the last few quarters so it is encouraging…

Future Bright 3Q17: SSS +14.1% and Tiny Net Profit Show Inflection Point Has Been Reached