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

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

Future Bright: Turnaround Continues with Positive Momentum Going into 2018

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

Value-focused bottom-up Asian equity research

NVB Asia Pte Ltd

Equity Bottom-Up

Future Bright Holdings / Equity Bottom-Up

<p>While we await the publication of <a href="https://www.smartkarma.com/entities/14321" target="_blank" data-smartkarma-citation="entities:14321:1">Future Bright Holdings Ltd (703 HK)</a> half-year earnings, to be released at the end of August, we can only speculate how improved GGR will have impacted its core restaurant operations. Recent data points by casino expert <a href="https://www.smartkarma.com/profiles/1005" target="_blank" data-smartkarma-citation="accounts:1005">Howard J Klein</a> seem to suggest the good times continue to roll in Macau.</p><p>While the second half of the year is typically stronger than the first half, we should already be seeing signs of a turnaround take place. Since the rental property at the…</p>

While we await the publication of Future Bright Holdings Ltd (703 HK) half-year earnings, to be released at the end of August, we can only speculate how improved GGR will have impacted its core restaurant operations. Recent data points by casino expert Howard J Klein seem to suggest the good times continue to roll in Macau.While the second half of the year is typically stronger than the first half, we should already be seeing signs of a turnaround take place. Since the rental property at the…

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