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

DEEP DIVE: Procurri Corporation - Darkest Before Dawn, 180% Upside

Procurri (PROC SP): 2Q18 Result Confirms The Recovery Is Underway

Procurri (PROC SP): What Would Be a Fair Price for Minority Shareholders?

Procurri (PROC SP): Trading at My Bear Case Level. What Will Its Largest Owner Declout Do?

Discover Singapore: Procurri (PROC SP); After Failed IPO Does Company Deserve a Second Chance?

Procurri Corporation: 5 Red Flags For Investors Looking To Participate In The IPO

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

<p>Earlier this week I went to the AGM of SGX-mainboard-listed <a href="https://www.smartkarma.com/entities/24110" target="_blank" data-smartkarma-citation="entities:24110:1">Procurri Corporation Limited (PROC SP)</a> with about 40 other shareholders. Since Procurri was listed in July 2016 it was only its second AGM. Later in the day I also attended the AGM of <a href="https://www.smartkarma.com/entities/7924" target="_blank" data-smartkarma-citation="entities:7924:1">Declout Ltd (DLL SP)</a> where about 60-70 shareholders attended.</p><p>Having regularly visited AGM's around the world it was surprising to see that during DeClout's AGM the board found it necessary to hire at least 6 private security guards and bar observers…</p>

Earlier this week I went to the AGM of SGX-mainboard-listed Procurri Corporation Limited (PROC SP) with about 40 other shareholders. Since Procurri was listed in July 2016 it was only its second AGM. Later in the day I also attended the AGM of Declout Ltd (DLL SP) where about 60-70 shareholders attended.Having regularly visited AGM's around the world it was surprising to see that during DeClout's AGM the board found it necessary to hire at least 6 private security guards and bar observers…

Procurri: Recovery in Results Overshadowed by Continued Involvement & Weak Corp Gov at DeClout