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

Memories Group – Building Long-Term Growth Pipeline for Better Valuation

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

Thematic (Sector/Industry)

Myanmar Consumer discretionary / Thematic (Sector/Industry)

<a href="https://www.smartkarma.com/entities/65" target="_blank" data-smartkarma-citation="entities:65:1">Yoma Strategic Hldgs Ltd (YOMA SP)</a> recently (13 November) had a rights issue and its dealmaking seems to continue.Serge and Melvyn Pun are now getting ready to take over a shell company in Singapore <a href="https://www.smartkarma.com/entities/14962" target="_blank" data-smartkarma-citation="entities:14962:1">Shc Capital Asia Ltd (SHC SP)</a>. In this shell, Yoma will inject 5 of its Myanmar based tourism attractions. The best-known asset is undoubtedly the <a href="https://www.balloonsoverbagan.com/" target="_blank">Balloons Over Bagan</a>. See attached teaser presentation.<figure class="editor-figure mceNonEditable"><img class="editor-image img-responsive" src="https://static-prod.smartkarma.com/images/media/000/039/676/original/memories%20group%20overview%20assets.jpg?1512351150" data-smartkarma-image-id="39676"></figure><div class="content-caption">source: Memories Group</div>Post the injection the ownership of SHC will change its name to MEMORIES GROUP…

Yoma Strategic Hldgs Ltd (YOMA SP) recently (13 November) had a rights issue and its dealmaking seems to continue.Serge and Melvyn Pun are now getting ready to take over a shell company in Singapore Shc Capital Asia Ltd (SHC SP). In this shell, Yoma will inject 5 of its Myanmar based tourism attractions. The best-known asset is undoubtedly the Balloons Over Bagan. See attached teaser presentation.source: Memories GroupPost the injection the ownership of SHC will change its name to MEMORIES GROUP…

Myanmar Tourism: Memories Group. The Tourism Assets of Yoma Go for RTO in January 2018