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

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

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

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>Strong 2H25 results push PC Partner's FY25 revenue performance to the second-best ever.</li>
<li>Management is bullish on the FY26 outlook with a record high ASP forecast on branded VGA.</li>
<li>Stock trading between 3x FY26 P/E and could easily double on consistent FY26 delivery.</li>
</ul>


Strong 2H25 results push PC Partner's FY25 revenue performance to the second-best ever.
Management is bullish on the FY26 outlook with a record high ASP forecast on branded VGA.
Stock trading between 3x FY26 P/E and could easily double on consistent FY26 delivery.


PC Partner: First Set of Results on SGX, Low Single-Digit P/E and Bullish FY26 Outlook