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

Preview PC Partner FY20 Earnings + Outlook: Tight GPU Margin Gives FY21 Upside Potential

PC Partner (1263 HK): Hoping for Bitcoin Revival to Rescue 2H19; Nvidia Overhang Remains

PC Partners (1263 HK): Better Times Ahead as Data Center Operations Are New Growth Engine

PC Partner: Poor-Man's Play on Nvidia  (Part 2); Trades at 2x FY20 P/E and 14% Dividend Yield

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

<a href="https://www.smartkarma.com/entities/pc-partner-group-ltd" target="_blank" data-smartkarma-citation="entities:8492:1" rel="noopener">PC Partner (1263 HK)</a> is our way to buy into <a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">NVIDIA Corp (NVDA US) on the cheap.  Nothing has changed since our last insight to change our bullish stance.</a>Please see our insight <a href="https://www.smartkarma.com/insights/pc-partner-poor-man-s-play-on-nvidia-part-2-trades-at-2x-fy20-p-e-and-14-dividend-yield" target="_blank" data-smartkarma-citation="insights:43227" rel="noopener">PC Partner: Poor-Man's Play on Nvidia  (Part 2); Trades at 2x FY20 P/E and 14% Dividend Yield</a> Yesterday it was <a href="https://www.cnbc.com/2020/10/21/paypal-gets-into-crypto-with-new-features-for-trading-and-shopping.html" target="_blank" rel="noopener">announced that PayPa</a>l would start accepting Bitcoin's across its spectrum of services. Crypto watchers see this as a game-changer.<div class="content-highlight">One less discussed facet during our last Pc Partner insight was its correlation to Bitcoin. Bitcoin miners need a lot of GPU capacity. Bitcoin bull runs attract more miners which require more GPU. Bitcoin miners run their operations 24/7 meaning GPUs need to be replaced every 12 months. PC Partner benefits. Sometimes things do not have to be made more complex than they are.</div>If you can't buy Bitcoin directly, as you don't have a mandate, PC Partner is an indirect way to gain exposure via an Asian listed stock. During the last Bitcoin bull run (17,000 USD) PC Partner stock reached 7 HKD or +/- 300% higher vs today. Got Pc Partner yet?

PC Partner (1263 HK) is our way to buy into NVIDIA Corp (NVDA US) on the cheap.  Nothing has changed since our last insight to change our bullish stance.Please see our insight PC Partner: Poor-Man's Play on Nvidia  (Part 2); Trades at 2x FY20 P/E and 14% Dividend Yield Yesterday it was announced that PayPal would start accepting Bitcoin's across its spectrum of services. Crypto watchers see this as a game-changer.One less discussed facet during our last Pc Partner insight was its correlation to Bitcoin. Bitcoin miners need a lot of GPU capacity. Bitcoin bull runs attract more miners which require more GPU. Bitcoin miners run their operations 24/7 meaning GPUs need to be replaced every 12 months. PC Partner benefits. Sometimes things do not have to be made more complex than they are.If you can't buy Bitcoin directly, as you don't have a mandate, PC Partner is an indirect way to gain exposure via an Asian listed stock. During the last Bitcoin bull run (17,000 USD) PC Partner stock reached 7 HKD or +/- 300% higher vs today. Got Pc Partner yet?

PC Partner: In the Last Bitcoin Bull Market Stock Was 300% Higher. Repeat?