Asian Investing Summit is a fully online annual investment conference that brings together the best minds from the MOI Global network of intelligent investors, with a focus on timely and actionable ideas across Asia.

Asian Investing Summit 2018 took place on April 5-6.

Members enjoy exclusive access. Non-members may apply to join the waiting list.

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Honma Golf: Turnaround at High-End Golf Club Maker (TRANSCRIPT NOW AVAILABLE)

Siddharth Mehta of Beaconsfield Investment Management presented his in-depth investment thesis on Honma Golf (Hong Kong: 6858) at Asian Investing Summit 2018.

Edelweiss: Well-Managed, Growing, Diversified Financial Services Firm

Rashmi Kwatra of Sixteenth Street Capital presented her investment thesis on Edelweiss Financial Services (India: EDEL) at Asian Investing Summit 2018. Summary thesis:…

MMA Offshore: Recapitalized Operator of Offshore Supply Vessels (TRANSCRIPT NOW AVAILABLE)

Peter Kennan of Black Crane Capital presented his in-depth investment thesis on MMA Offshore (ASX: MRM) at Asian Investing Summit 2018. Thesis summary:…

Meritz: Financial Holding Company in Korea, with Merit-Based Culture (TRANSCRIPT NOW AVAILABLE)

James Lim of Dalton Investments presented his in-depth investment thesis on Meritz Financial Group (Korea: 138040) at Asian Investing Summit 2018. Thesis summary:…

SM, Com2uS: Benefiting from Rise of Korea’s Cultural Economy (TRANSCRIPT NOW AVAILABLE)

Chan Lee and Albert Yong of Petra Capital Management discussed the rise of Korea’s “cultural economy” and presented their investment theses on SM…

Ashiana Housing: Real Estate Developer with Growth Runway in India (TRANSCRIPT NOW AVAILABLE)

Amey Kulkarni of Candor Investing presented his in-depth investment thesis on Ashiana Housing (NSE: ASHIANA) at Asian Investing Summit 2018. Thesis summary: Ashiana…

Macmahon: Mining Services Company in Successful Turnaround (TRANSCRIPT NOW AVAILABLE)

Steve Johnson of Forager Funds Management presented his in-depth investment thesis on Macmahon Holdings (Australia: MAH) at Asian Investing Summit 2018. Thesis summary:…

Bank of Baroda: Government-Owned Bank with Strong Management (TRANSCRIPT NOW AVAILABLE)

Rahul Saraogi of Atyant Capital Advisors presented his in-depth investment thesis on Bank of Baroda (India: BOB) at Asian Investing Summit 2018. Rahul…

Alex Kinmont on the Macro Backdrop for Value Investing in Japan (TRANSCRIPT NOW AVAILABLE)

Alexander Kinmont of Milestone Asset Management discussed the macro backdrop for value investing in Japan at Asian Investing Summit 2018. Alex argues that…

Jammu & Kashmir Bank: Leadership in J&K Provides Cheap Deposit Base (TRANSCRIPT NOW AVAILABLE)

Rajeev Agrawal of DoorDarshi Value Advisors presented his in-depth investment thesis on Jammu & Kashmir Bank (NSE: J&KBANK) at Asian Investing Summit 2018.

AIN: Leader in Fragmented Pharmacy Dispensing Business in Japan (TRANSCRIPT NOW AVAILABLE)

Kisalaya Singh of ANYA Investment Partners presented her in-depth investment thesis on AIN Holdings (Tokyo: 9627) at Asian Investing Summit 2018. Thesis summary:…

CARE Ratings: Second-Largest Credit Ratings Agency in India (TRANSCRIPT NOW AVAILABLE)

Lalaram Singh of Vibrant Securities presented his in-depth investment thesis on the credit ratings industry in India and CARE Ratings (BSE: 534804, NSE:…

Dheeraj Dadhich Shares a Perspective on Indian Culture

Dheeraj Dadhich of Dadhich Family Office provided a perspective on Indian culture at Asian Investing Summit 2018. Dheeraj talked about the effect of…

PNB Housing Finance: Carlyle-Backed, Recently Public Company

Vishal Mittal of Altais Advisors presented his in-depth investment thesis on PNB Housing Finance (NSE: PNBHOUSING) at Asian Investing Summit 2018.

Daihan Pharmaceutical: Infusion Manufacturer with Improving ROE

Hoosik Min of Pine Investment Advisory presented his in-depth investment thesis on Daihan Pharmaceutical (KOSDAQ: 023910) at Asian Investing Summit 2018. Daihan is a manufacturer of infusions.

Bharti Infratel: Second-Largest Wireless Tower Company in India

George Kurian of RARE Infrastructure presented his in-depth investment thesis on Bharti Infratel (India: BHIN) at Asian Investing Summit 2018. Thesis summary: Bharti…

Ashok Kinha on Capital Market vs. Business Investments in Asia

Ashok Kinha of Athamus Venture Management discussed capital market vs. business investments in Asia at Asian Investing Summit 2018.

Hosokawa Micron: Global Leader in Powder and Particle Processing Equipment

KB Kee of presented his in-depth investment theses on Hosokawa Micron (Taiwan: 6277) and Tocalo (Tokyo: 8035) at Asian Investing Summit 2018. Thesis…

GMR Infrastructure: Complexity Keeps Market Quotation Unjustifiably Low (TRANSCRIPT NOW AVAILABLE)

Deepak Kapur of Tapaks Capital Management presented his in-depth investment thesis on GMR Infrastructure (India BSE/NSE: GMRINFRA) at Asian Investing Summit 2018. Thesis…

Karur Vysya Bank: Regional Bank in India with Positive Management Change

Anish Jobalia presented his in-depth investment thesis on KARUR VYSYA BANK (NSE: KARURVYSYA) at Asian Investing Summit 2018. Thesis summary: Karur Vysya…

Ravi Dharamshi on Small Finance Banks in India

Ravi Dharamshi of ValueQuest Investment Advisors discussed the opportunity in small finance banks in India at Asian Investing Summit 2018. Ravi presented an industry analysis rather than specific investment ideas.

Majesco: Insurance Software Provider in “Game-Changing” IBM/MetLife Deal

Mehul Bhatt of OysterRock Capital presented his in-depth investment thesis on Majesco Limited (NSE: MAJESCO) at Asian Investing Summit 2018. Thesis summary: Majesco…

CRE Inc.: Well-Run Developer and Manager of Distribution Warehouses (TRANSCRIPT NOW AVAILABLE)

Jiro Yasu and Patrick Rial of Varecs Partners presented their in-depth investment thesis on CRE Inc. (Tokyo: 3458) at Asian Investing Summit 2018….

Halyk Savings Bank: Dominant Deposit Share in Kazakhstan

Isaac Schwartz of Robotti & Company presented his in-depth investment thesis on Halyk Savings Bank (Kazakhstan Stock Exchange: HSBK) at Asian Investing Summit…

Suzuki Motor: A Play on the Underpenetrated Indian Auto Market

Rajeev Thakkar of PPFAS Mutual Fund presented his in-depth investment thesis on Suzuki Motor (Tokyo: 7269; OTC: SZKMY) at Asian Investing Summit 2018….

James Morton Shares Value Investing Ideas in Indonesia

James Morton of Santa Lucia Asset Management presented his approach to value investing in Indonesia, along with his investment theses on several Indonesian…

APL Apollo Tubes: Largest Maker of ERW Pipes in India, Gaining Market Share

Viraj Mehta of Equirus Long Horizon Fund presented his in-depth investment thesis on APL Apollo Tubes (NSE: APLAPOLLO) at Asian Investing Summit 2018….

Reliance: Digital Tech Subsidiary, Jio, Underappreciated by Investors

Rajeev Mantri of Navam Capital presented his in-depth investment thesis on Reliance Industries (India NSE: RELIANCE) at Asian Investing Summit 2018. Thesis summary:…

Prada: Turning the Corner After Challenging Five-Year Period

Andrew Macken of Montgomery Global Investment Management presented his in-depth investment thesis on Prada (Hong Kong: 1913) at Asian Investing Summit 2018. Andy…

JD.com: Underappreciated Alibaba Challenger with Key Advantages

Benjamin Beneche of Pictet Asset Management presented his in-depth investment thesis on JD.com (Nasdaq: JD) at Asian Investing Summit 2018. Thesis summary: JD.com…

Nocil: Competitively Advantaged Market Leader in Rubber Chemicals

Ankur Jain, a registered investment advisor based in India, presented his in-depth investment thesis on Nocil (NSE: NOCIL) at Asian Investing Summit…

Max Ventures and Industries: Post-Demerger Sum-of-the-Parts Bargains

Naveen Chandramohan of Itus Capital presented his in-depth investment thesis on Max Ventures and Industries (NSE: MAXVIL) at Asian Investing Summit 2018. Thesis…

Manappuram Finance: Making Gold Productive, Delivering Strong ROE

Rohit Chauhan of RC Capital Management presented his in-depth investment thesis on Manappuram Finance (NSE: MANAPPURAM) at Asian Investing Summit 2018. Thesis summary:…

Teamlease: Well-Managed Staffing Company with Long Growth Runway

Soumil Zaveri of DMZ Partners will present his in-depth investment thesis on Teamlease Services (NSE: TEAMLEASE) at Asian Investing Summit 2018. Thesis summary:…

Affordable Housing Industry in India: Buy or Build?

Amitabh Singhi of Surefin Investments discussed private market opportunities in the housing industry in India at Asian Investing Summit 2018.

Keyence: Highest-Quality Business in Global Industrial Automation Space

Max Hu of Tyee Capital Group presented his in-depth investment thesis on Keyence Corp. (Tokyo: 6861) at Asian Investing Summit 2018. Thesis summary:…

Ming Fai and Hengdeli: Two Hong Kong-Listed Small-Cap Value Ideas

Manuel Schlabbers of Accudo Capital presented his in-depth investment thesis on Ming Fai (Hong Kong: 3828) and Hengdeli (Hong Kong: 3389) at Asian…

Asian Investing Summit 2018 — Agenda

Asian Investing Summit 2018 consists of eight live sessions and more than two dozen sessions that have been recorded in recent days….

A Snail’s View on Investing

In 1986, my grandfather, Koichiro Yasu wrote a book about the origins of my family and Jyujiya Securities Co. our family brokerage firm, which was originally started by my great grandfather.

The Impact of Technological Change on the Firm Boundary

The transaction cost that caused the emergence of a firm in the industry value chain can be reduced or eliminated by technology. When this happens, the “entrepreneur-coordinator” or capital allocator of the firm must act to re-position the firm in the new context.