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

Micro-Mechanics (MMH SP): +84% in 8 Months, Fair Value Reached as No Longer at Discount to Peers

ASEAN Small-Micro Cap – Winners, Losers and Opportunities for 2018

Insider Report: Largest Insider Dealings for 2017

Discover Singapore: Micro Mechanics (MMH SP)

Micro-Mechanics (MMH SP) 3Q Results Show Strong Growth; Stock Re-Rating to Continue

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

Micro Mechanics (Holdings) / Equity Bottom-Up

<p>My first insight on SmartKarma was on Singapore small-cap <a href="https://www.smartkarma.com/entities/19384" target="_blank" data-smartkarma-citation="entities:19384:1">Micro Mechanics (Holdings) Ltd (MMH SP)</a>. Since late February the stock (including dividends) is now up over 50%. Since my last insight in May the stock is up over 16%. For more background on the company please see the insight stream on your right.</p><p>MMH released full year results during the middle of yesterday's trading session. Why the company does not release them before or after market close is a mystery to me.</p><table class="table table-striped"><tbody>
<tr>
<td>June Year End, all figures</td>
</tr>
</tbody></table>…

My first insight on SmartKarma was on Singapore small-cap Micro Mechanics (Holdings) Ltd (MMH SP). Since late February the stock (including dividends) is now up over 50%. Since my last insight in May the stock is up over 16%. For more background on the company please see the insight stream on your right.MMH released full year results during the middle of yesterday's trading session. Why the company does not release them before or after market close is a mystery to me.

June Year End, all figures

…

Micro-Mechanics: Riding the Global Semiconductor Cycle; Solid FY17 Results