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

PC Partner: Difficult 1H23 with Improvement in 2H23 as Nvidia Ramps up RTX Series

PC Partner: Relocating HQ and Listing to Singapore, 81% of Market Cap Is Cash

PC Partner (1263 HK): Goodbye Hong Kong; Hello Singapore

Further "SGX Listing & HKEx Withdrawal" Musings

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

<ul>
<li>
<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> reported FY24 results which showed a strong finish to the year</li>
<li>Relisting on SGX on track to complete by 3Q25. If this completes it should allow the company to finally access NVDA's AI chips.</li>
<li>Better availability of RTX5090 and RTX5080 in 2Q25 and potential AI chips could turbocharge 2H25 results.</li>
</ul>



PC Partner (1263 HK) reported FY24 results which showed a strong finish to the year
Relisting on SGX on track to complete by 3Q25. If this completes it should allow the company to finally access NVDA's AI chips.
Better availability of RTX5090 and RTX5080 in 2Q25 and potential AI chips could turbocharge 2H25 results.


PC Partner: Strong Finish to FY24; Relisting on SGX in FY25