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

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

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

Xingda (1899 HK) 2016 Results Confirm Recovery on Track

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

Value-focused bottom-up Asian equity research

NVB Asia Pte Ltd

Equity Bottom-Up

After my <a href="https://www.smartkarma.com/insights/xingda-1899-hk-2016-results-confirm-recovery-on-track" target="_blank" data-smartkarma-citation="insights:9574">Xingda (1899 HK) 2016 Results Confirm Recovery on Track</a> insight I promised to write more about Xingda once the company had finished its roadshow in HK and I had a chance to speak to management.The share price has been weak since the release of the annual results which has been rather surprising given the results and dividend were strong. The outlook statement, which was copied in full in my last insight, was the most bullish the company has put out in 5 years.Management held an analyst…

After my Xingda (1899 HK) 2016 Results Confirm Recovery on Track insight I promised to write more about Xingda once the company had finished its roadshow in HK and I had a chance to speak to management.The share price has been weak since the release of the annual results which has been rather surprising given the results and dividend were strong. The outlook statement, which was copied in full in my last insight, was the most bullish the company has put out in 5 years.Management held an analyst…

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

Xingda International

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