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

Overview of My Winners and Losers in 2023...and 5 High Conviction Ideas Going Into 2024

Overview of My Winners and Losers in 2024...and 5 High Conviction Ideas Going Into 2025

Rex 1H22 Results: All Eyes on Recovery in Oman; Trading on 8.3% Dividend Yield

Rex: Show Me the Incentives and I Will Show You the Outcome

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

Rex International Holding / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/rex-international-holding" target="_blank" data-smartkarma-citation="entities:17074:1" rel="noopener">Rex International Holding (REXI SP)</a> has announced further investments outside of its core oil&amp;gas portfolio both related to its major shareholder. A major red flag.</li>
<li>It is unclear whether these investments will bring real value to Rex as minority investors generally hate related party transactions without clear justification.</li>
<li>The latest drilling campaign in Oman again encountered operational issues giving fuel to the bears that Rex is not capable of successfully operating its own fields.</li>
</ul>



Rex International Holding (REXI SP) has announced further investments outside of its core oil&amp;gas portfolio both related to its major shareholder. A major red flag.
It is unclear whether these investments will bring real value to Rex as minority investors generally hate related party transactions without clear justification.
The latest drilling campaign in Oman again encountered operational issues giving fuel to the bears that Rex is not capable of successfully operating its own fields.


Rex International Holding

Rex: Diversification or Deworsification?