Insight Provider, CrossASEAN Research

Nicolas Van Broekhoven

Insight Provider

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/rio-tinto-ltd" target="_blank" data-smartkarma-citation="entities:13:1" rel="noopener">Rio Tinto Ltd (RIO AU)</a> last year started the long-awaited simplification of its Oyu Tolgoi ownership via the $3.1 billion purchase of <a href="https://www.smartkarma.com/entities/turquoise-hill-resources-ltd" target="_blank" data-smartkarma-citation="entities:25405:1" rel="noopener">Turquoise Hill Resources (TRQ CN)</a>. </li>
<li>With Oyu Tolgoi having an 80-year mine life and ramping up to become the world's fourth-largest copper mine the ultimate consolidation of its last remaining minority investment is upon us.</li>
<li>
<a href="https://www.smartkarma.com/entities/entree-resources-ltd-3aeeb68c-80d0-4ada-822e-898883fbb28e" target="_blank" data-smartkarma-citation="entities:26727:1" rel="noopener">Entree Resources (ETG CN)</a>, where Rio already owns 16%, is the final M&amp;A target to consolidate ownership.  With arbitration set for April 2024, the clock is ticking.</li>
</ul>



Rio Tinto Ltd (RIO AU) last year started the long-awaited simplification of its Oyu Tolgoi ownership via the $3.1 billion purchase of Turquoise Hill Resources (TRQ CN). 
With Oyu Tolgoi having an 80-year mine life and ramping up to become the world's fourth-largest copper mine the ultimate consolidation of its last remaining minority investment is upon us.

Entree Resources (ETG CN), where Rio already owns 16%, is the final M&amp;A target to consolidate ownership.  With arbitration set for April 2024, the clock is ticking.


Rio Tinto: Final Chapter in the Consolidation of Its Mongolian Crown Jewel Oyu Tolgoi

Canada

Entree Resources Ltd. operates as a mining company. The Company develops and discovers gold and copper resources. Entree Resources is currently conducting exploration on its mineral concessions in Mongolia.

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Rio Tinto: Final Chapter in the Consolidation of Its Mongolian Crown Jewel Oyu Tolgoi

Rio Tinto is in the final stretch to simplify the ownership of its Mongolian crown jewel asset Oyu Tolgoi. Entree Resources is a small-cap Canadian...

Nicolas Van Broekhoven