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

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<li>
<a href="https://www.smartkarma.com/entities/playmates-toys-ltd" target="_blank" data-smartkarma-citation="entities:2946:1" rel="noopener">Playmates Toys (869 HK)</a> reported strong 1H23 results on the back of initial demand for TMNT toys. Revenues were up 30% and operating profits increased 3x.</li>
<li>Management remains optimistic for 2H23 on the back of continued excitement for TMNT movie and follow-up series on Paramount+.</li>
<li>Playmates Toys trades at 5x FY23 P/E and &gt;1x P/E on an ex-cash basis. The company also declared another 2c interim dividend.</li>
</ul>



Playmates Toys (869 HK) reported strong 1H23 results on the back of initial demand for TMNT toys. Revenues were up 30% and operating profits increased 3x.
Management remains optimistic for 2H23 on the back of continued excitement for TMNT movie and follow-up series on Paramount+.
Playmates Toys trades at 5x FY23 P/E and &gt;1x P/E on an ex-cash basis. The company also declared another 2c interim dividend.


Playmates Toys: 1H23 Results Show Strong TMNT Potential

<ul>
<li>Teenage Mutant Ninja Turtles: Mutant Mayhem had a smash opening grossing over 50M USD at the box office in its first week of operation.</li>
<li>The box office success de-risks the upside potential for Playmates Toys as successful movies have a high likelihood of driving toy sales.</li>
<li>Paramount+ launching the new TMNT-inspired series will also drive Ninja Turtles' revival even more.</li>
</ul>


Teenage Mutant Ninja Turtles: Mutant Mayhem had a smash opening grossing over 50M USD at the box office in its first week of operation.
The box office success de-risks the upside potential for Playmates Toys as successful movies have a high likelihood of driving toy sales.
Paramount+ launching the new TMNT-inspired series will also drive Ninja Turtles' revival even more.


Playmates Toys: TMNT Movie Grosses 50M+ Global Sales in Opening Week, Toy Sales to Follow

<ul>
<li>Three weeks ahead of the global launch of TMNT Mutant Mayhem momentum is building</li>
<li>Google Trends searches reveal rising interest in both movies and toys</li>
<li>Risk/Reward is still highly attractive, last time a TMNT movie was a success stock hit 4 HKD</li>
</ul>


Three weeks ahead of the global launch of TMNT Mutant Mayhem momentum is building
Google Trends searches reveal rising interest in both movies and toys
Risk/Reward is still highly attractive, last time a TMNT movie was a success stock hit 4 HKD


Playmates Toys: Movie and Toy Reviews TMNT Mutant Mayhem Suggest Big Upside Ahead

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<li>1983 was the year both TMNT and Mario Bros were created by two different animation studios</li>
<li>Mario Bros latest movie has now grossed $1.3 billion in box office receipts YTD, entering the all-time top-3 of animated movies </li>
<li>TNMT will see its debut in US theatres on the 2nd of August 2023. Will the turtles get the same reception as Mario Bros?</li>
</ul>


1983 was the year both TMNT and Mario Bros were created by two different animation studios
Mario Bros latest movie has now grossed $1.3 billion in box office receipts YTD, entering the all-time top-3 of animated movies 
TNMT will see its debut in US theatres on the 2nd of August 2023. Will the turtles get the same reception as Mario Bros?


Playmates Toys: Mario Bros Movie Surpasses $1.3 Billion in Box Office; TMNT Next?

Smartkarma Research Team, Smartkarma

Smartkarma Research

Smartkarma Research Team

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<p>In this next installment of our #webinar Wednesdays, we welcome Smartkarma Insight Provider, <a href="https://www.smartkarma.com/profiles/nicolas-van-broekhoven-24a66c2d-bca4-4f5b-adda-c4e2bcc509f4" target="_blank" data-smartkarma-citation="accounts:1208" rel="noopener">Nicolas Van Broekhoven</a>, as he shares his thoughts and insights on three different small cap stock ideas. From Hong Kong to Canada, tune in as Nicolas delves deeper into stock ideas from across the globe.</p><h3>The webinar will be hosted on Wednesday, 14 June 2023, 17:00 SGT/HKT.</h3><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div class="content-highlight"><h2><a href="https://share.hsforms.com/1H9pFZOB-RF2J00kbvMmxcw2c5gj?zoom_webinar_id=86009313020" target="_blank" rel="noopener">Register for the Webinar here</a></h2></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><a href="https://www.smartkarma.com/profiles/nicolas-van-broekhoven-24a66c2d-bca4-4f5b-adda-c4e2bcc509f4" target="_blank" data-smartkarma-citation="accounts:1208" rel="noopener">Nicolas Van Broekhoven</a> was on the buyside for 15 years, and most recently at a medium-sized boutique asset management firm. Having grown up in Europe, attending university in the US and living in Singapore for the last 7 years, this has given him a broad scope on the world and investing in general. He considers himself as 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 his interest. His 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. Nicolas likes businesses with real earnings, cash flows, dividends, book value and insider ownership.</p>

In this next installment of our #webinar Wednesdays, we welcome Smartkarma Insight Provider, Nicolas Van Broekhoven, as he shares his thoughts and insights on three different small cap stock ideas. From Hong Kong to Canada, tune in as Nicolas delves deeper into stock ideas from across the globe.The webinar will be hosted on Wednesday, 14 June 2023, 17:00 SGT/HKT.Register for the Webinar hereNicolas Van Broekhoven was on the buyside for 15 years, and most recently at a medium-sized boutique asset management firm. Having grown up in Europe, attending university in the US and living in Singapore for the last 7 years, this has given him a broad scope on the world and investing in general. He considers himself as 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 his interest. His 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. Nicolas likes businesses with real earnings, cash flows, dividends, book value and insider ownership.

Smartkarma Webinar | Three Small Cap Stock Ideas

Hong Kong

Playmates Toys Limited design, develops, markets, and distributes toys. The Company's products include action figures, vehicles, dolls, plush, role play toys and interactive electronic toys.

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Playmates Toys (869 HK)

Playmates Toys: 1H23 Results Show Strong TMNT Potential

1H23 showed strong sales and sharply higher profits on the back of initial TMNT toy shipments. With a new TMNT movie likely and TMNT series coming...

Nicolas Van Broekhoven

Playmates Toys: TMNT Movie Grosses 50M+ Global Sales in Opening Week, Toy Sales to Follow

TMNT Mutant Mayhem had a great box office start grossing over 50M USD. The success of the movie de-risks the story for Playmates Toys as successful...

Nicolas Van Broekhoven

Playmates Toys: Movie and Toy Reviews TMNT Mutant Mayhem Suggest Big Upside Ahead

TMNT Mutant Mayhem momentum is on the rise with more positive chatter about the movie and the toys made by Playmates Toys. The last time there was...

Nicolas Van Broekhoven

Playmates Toys: Mario Bros Movie Surpasses $1.3 Billion in Box Office; TMNT Next?

Mario Bros latest movie has entered top-3 animated box office hits of all time. Will TMNT join the hype? Yesterday the movie was shown and received...

Nicolas Van Broekhoven

Smartkarma Webinar | Three Small Cap Stock Ideas

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, Nicolas Van Broekhoven, as he will shares with us...

Smartkarma Research

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