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

Silverlake Axis: Confirmation of a New 3-Year Growth Cycle

EGM Silverlake Axis: Injection of Assets Approved by Shareholders

Silverlake Axis: Trading Lower than After Short Seller Attack in '15; Business Upcycle Coming in '19

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

Today I attended the AGM of Silverlake Axis which was held in the Marina Mandarin hotel.<a href="https://www.smartkarma.com/entities/14150" target="_blank" data-smartkarma-citation="entities:14150:1">Silverlake Axis Ltd (SILV SP)</a> is a controversial name ever since it was attacked by a <a href="https://s3-ap-southeast-1.amazonaws.com/investingnote-production-webbucket/attachments/de4b847fad94cd22411eda65868dfdb46fec91e1.pdf?1440215716" target="_blank">short seller</a> in August 2015. In January 2016 Deloitte issued a <a href="http://www.silverlakeaxis.com/img/pdf/Silverlake%20Axis%20Ltd%20Executive%20Report%206%20Jan%202016.pdf" target="_blank">54-page report</a> which dismisses the short seller claims in great detail. RHB also wrote a quick <a href="http://research.rhbinvest.com.sg:9898/UploadPDF/SG_Silverlake%20Axis_Company_Update_20160107_RHB.pdf" target="_blank">note</a> after the Deloitte report. Since the Deloitte report was published we are not aware of any further short seller attacks on the company.The impact on the company's…

Today I attended the AGM of Silverlake Axis which was held in the Marina Mandarin hotel.Silverlake Axis Ltd (SILV SP) is a controversial name ever since it was attacked by a short seller in August 2015. In January 2016 Deloitte issued a 54-page report which dismisses the short seller claims in great detail. RHB also wrote a quick note after the Deloitte report. Since the Deloitte report was published we are not aware of any further short seller attacks on the company.The impact on the company's…

Silverlake Axis 주주총회: 2018년 새로운 3년 성장 주기의 시작