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

PC Partner (1263 HK): Thoughts On The HKEx Delisting

PC Partner: 1H25 Results Show Progress, To Delist from HK by End of FY25

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/pc-partner-group-ltd" target="_blank" data-smartkarma-citation="entities:8492:1" rel="noopener">PC Partner (1263 HK)</a> announced it was completing its delisting from HK and moving to Singapore</li>
<li>The move to Singapore was a "life or death" situation for the company, as staying in HK precluded it from having access to Nvidia's latest chips</li>
<li>2026 will be a crucial year to determine PC Partner's future outlook</li>
</ul>



PC Partner (1263 HK) announced it was completing its delisting from HK and moving to Singapore
The move to Singapore was a "life or death" situation for the company, as staying in HK precluded it from having access to Nvidia's latest chips
2026 will be a crucial year to determine PC Partner's future outlook


PC Partner: Delisting in HK on 14 January 2026, Only on SGX Going Forward