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

Chinese Trucks & Cars Love Tires: How Rising Tire Replacement Demand Will Benefit Xingda (1899 HK)

Xingda: Ignore Mr. Market; Company Feedback Indicates Strong 2017

Xingda (1899 HK): Solid 1H17 Results but Still Trading at Large Discount to Book Value

Xingda (1899 HK) 2016 Results Confirm Recovery on Track

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/17836" target="_blank" data-smartkarma-citation="entities:17836:1">Xingda Int'l Holdings (1899 HK)</a> reported its full-year 2017 results last month. Xingda has been a real laggard and has been one of my worst performing ideas I have opined upon the past twelve months. Can the company reverse its lackluster performance?During 2017 the company posted its strongest % y-o-y revenue growth (+25.9% to 6.88B RMB) since 2010. This was 2.5x faster than the annual revenue growth of its closest competitor <a href="https://www.smartkarma.com/entities/21317" target="_blank" data-smartkarma-citation="entities:21317:1">Bekaert SA (BEKB BB)</a> which grew revenues in the Asia Pacific region…

Xingda Int'l Holdings (1899 HK) reported its full-year 2017 results last month. Xingda has been a real laggard and has been one of my worst performing ideas I have opined upon the past twelve months. Can the company reverse its lackluster performance?During 2017 the company posted its strongest % y-o-y revenue growth (+25.9% to 6.88B RMB) since 2010. This was 2.5x faster than the annual revenue growth of its closest competitor Bekaert SA (BEKB BB) which grew revenues in the Asia Pacific region…

Xingda: FY17 Shows Strongest Topline Growth Since 2010 but Weak Margins Kill the Bottom Line

Xingda International

Xingda: FY17 Shows Strongest Topline Growth Since 2010 but Weak Margins Kill the Bottom Line