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

Thematic (Sector/Industry)

Having been on the buy-side for nearly fifteen years my focus and preference have always been small- and midsize companies ("SMidcaps"). One aspect of investing in these SMidcaps is that corporate governance is a serious issue, particularly in Asia.When legendary fund manager Anthony Bolton (Fidelity) decided to <a href="https://www.theguardian.com/money/2009/nov/26/anthony-bolton-chinese-fund-fidelity" target="_blank">come out of retirement in 2009 </a>and open a China fund he attracted lots of attention and capital. Given the Fidelity brand name he surely had the resources to build a team of the best…

Having been on the buy-side for nearly fifteen years my focus and preference have always been small- and midsize companies ("SMidcaps"). One aspect of investing in these SMidcaps is that corporate governance is a serious issue, particularly in Asia.When legendary fund manager Anthony Bolton (Fidelity) decided to come out of retirement in 2009 and open a China fund he attracted lots of attention and capital. Given the Fidelity brand name he surely had the resources to build a team of the best…

When Small-Cap Companies Refuse to Meet Investors: Watch Out

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

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<li>SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold mining stocks. These 11 stocks are at different stages in the exploration, development, production cycle and have averaged a 19.0% gain in 2017 YTD.</li>
<li>
Of the three segments, mining industrial minerals has been the strongest performer in the 2017 YTD with an average 30.4% gain, led Alliance Minerals Assets. Coal was the next best performer with the four stocks…</li>
</ul>


SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold mining stocks. These 11 stocks are at different stages in the exploration, development, production cycle and have averaged a 19.0% gain in 2017 YTD.

Of the three segments, mining industrial minerals has been the strongest performer in the 2017 YTD with an average 30.4% gain, led Alliance Minerals Assets. Coal was the next best performer with the four stocks…


Average 19% YTD Gain in Key Mining Stocks

Singapore

Midas Holdings Ltd. manufactures aluminium alloy extrusion products for the passenger rail transport, power and other industries.  The Company also designs, manufactures and installs polyethylene pipes.

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Midas Holdings (MIDAS SP)

When Small-Cap Companies Refuse to Meet Investors: Watch Out

Having been on the buy-side for nearly fifteen years my focus and preference have always been small- and midsize companies ("SMidcaps"). One aspect...

Nicolas Van Broekhoven

Average 19% YTD Gain in Key Mining Stocks

SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold...

Singapore Exchange Ltd (SGX)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)