Asian Investing Summit 2024
The 11th annual Asian Investing Summit, held from April 23-26, brought together great minds from the MOI Global network of intelligent investors, with a focus on actionable ideas across Asia.
Full Access
Members of MOI Global and conference instructors enjoy exclusive access to Asian Investing Summit 2024.
Full Access
Members of MOI Global and conference instructors enjoy exclusive access to Asian Investing Summit 2024.
Protean: eGov Solutions Company With Long Runway of Growth
Mehul Bhatt of OysterRock Capital presented his investment thesis on Protean eGov Technologies at Asian Investing Summit 2024.
JB Financial: Domestic-Led Activism Unlocking Value at Korean Bank
Florian Weidinger of Santa Lucia Asset Management presented JB Financial (Korea: 175330) at Asian Investing Summit 2024.
360 One Wam: Leading Wealth and Alternatives Asset Manager in India
Sameer Shah of ValueQuest presented his investment thesis on 360 One Wam Ltd (India: 360ONE) at Asian Investing Summit 2024.
Three Japanese Net Nets: Mitachi (3321), Soiken (2385), ItoKuro (6049)
Gaurang Merani of Global Investing Insight discussed his quantitative value approach and presented three Japanese net nets.
HEG: Dual Growth Engine: Low-Cost Graphite Electrodes, Li-Ion Batteries
Nandan Madhiwalla of Punctilious One presented his investment thesis on HEG Ltd (India: HEG) at Asian Investing Summit 2024.
Intellect Design Arena: Financial Tech Leader With Long Growth Runway
Rahul Saraogi of Atyant Capital Advisors presented Intellect Design Arena (India: INTELLECT) at Asian Investing Summit 2024.
Lemon Tree Hotels: Strong Position, Capital-Light Growth Opportunity
Amit Kumar of HDFC Securities presented his thesis on Lemon Tree Hotels (India: LEMONTRE) at Asian Investing Summit 2024.
GHCL Textiles: Strong Management, With Proven Record of Value Creation
V.P. Rajesh and Saurabh Basrar of Banyan Capital presented GHCL Textiles (India: GHCLTEXT) at Asian Investing Summit 2024.
Café de Coral: Hong Kong Fast-Food Chain in Post-COVID Margin Recovery
Michael Fritzell of Asian Century Stocks presented his thesis on Café de Coral (Hong Kong: 341) at Asian Investing Summit 2024.
ideaForge: India’s Founder-Led Drone Technology Champion
Rajeev Mantri of Navam Capital presented his thesis on ideaForge (India: IDEAFORG) at Asian Investing Summit 2024.
Intelligent Monitoring: Australasia’s Largest Security Monitoring Player
Peter Kennan of Black Crane Capital presented Intelligent Monitoring Group (Australia: IMB) at Asian Investing Summit 2024.
Adani Ports: Largest Private Sector Port Operator in India
Naveen Chandramohan of Itus Capital presented his thesis on Adani Ports (India: ADANIPORTS) at Asian Investing Summit 2024.
Bank CenterCredit: Third-Largest Bank in Kazakhstan at Deep Discount
Isaac Schwartz of Robotti & Company presented his thesis on Bank CenterCredit (Kazakhstan: CCBN) at Asian Investing Summit 2024.
Daiei Kankyo: Waste Manager With Organic and M&A Growth
Jiro Yasu of Varecs Partners presented an investment thesis on Daiei Kankyo (Tokyo: 9336) at Asian Investing Summit 2024.
Zenkoku Hosho: Japan’s Only Independent Credit Guarantee Firm
Kimi Venkataraman presented an investment thesis on Zenkoku Hosho Co Ltd (Tokyo: 7164) at Asian Investing Summit 2024.
Manappuram: Owner-Operated Non-Banking Financial Company
Rajeev Agrawal of DoorDarshi Advisors presented his thesis on Manappuram Finance (India: MGFL) at Asian Investing Summit 2024.
Japanese Small Value: Market Updates, Opportunity Set, Constraints
Nick Schmitz of Verdad Advisers presented his research findings into Japanese small value equities at Asian Investing Summit 2024.