Asian Investing Summit 2014 brought together the best minds from the MOI Global network of intelligent investors, with a focus on ideas across Asia. Highlights.
Halyk Savings Bank: Dominant Consumer Bank in Kazakhstan
Isaac Schwartz presented his in-depth investment thesis on Halyk Savings Bank (London Int’l: HSBK) at Asian Investing Summit 2014. Halyk Savings Bank:…
Tan Chong, Willas-Array: Two Favorite Deep Value Investment Ideas in Asia
Seng Chong Yeo presented his in-depth investment theses on Tan Chong International (Hong Kong: 693) and Willas-Array Electronics Holdings (Singapore: WAE) at…
Can-One: Manufactures Tin Cans, Produces Condensed Milk and Has Property-Related Activities
Roshan Padamadan presented his in-depth investment thesis on Can-One (Malaysia: CAN) at Asian Investing Summit 2014. Can-One: Special situation with an imminent…
Jollibee Foods Corporation: Philippines-Based Company Engaged in The Development, Operation and Franchising of Quick-Service Restaurants
Pope Brar presented his in-depth investment thesis on Jollibee Foods Corporation (PSE:JFC) at Asian Investing Summit 2014. About the instructor: Bhupinder “Pope”…
Time Watch Investments: Leading Manufacturer, Brand Owner, and Retailer of Watches in China
James Choa presented his in-depth investment thesis on Time Watch Investments (Hong Kong: 2033) at Asian Investing Summit 2014. Time Watch Investments:…
Nesco: Significantly Mispriced Stock
Sid Choraria presented his in-depth investment thesis on Nesco (India: NSE) at Asian Investing Summit 2014. Nesco: Significantly mispriced stock with investors…
Elders: Australia’s Oldest Rural Services Business
Peter Kennan presented his in-depth investment thesis on Elders – Hybrids (Australia: ELDPA) at Asian Investing Summit 2014. Elders – Hybrids: Hybrids…
Greatview Aseptic Packaging: Chinese-Based Manufacturer of Aseptic Packaging Material
Joshua Kennedy presented his in-depth investment thesis on Greatview Aseptic Packaging (Hong Kong: 468) at Asian Investing Summit 2014. Greatview Aseptic Packaging:…
Nexen: One of The Fastest Growing Tire Manufacturers in The World
Chan Lee and Albert Yong presented their in-depth investment thesis on Nexen – Holdco and Preferreds (Korea: 005720 and Korea:002355) at Asian…
Texhong Textile Group: Producer of Yarn and Grey Fabrics
Sidd Mehta presented his in-depth investment thesis on Texhong Textile Group (Hong Kong: 2678) at Asian Investing Summit 2014. About the instructor:…
Sinmag Equipment: “The Middleby (MIDD) of Asia”
Koon Boon Kee presented his in-depth investment thesis on Sinmag Equipment (Taiwan: 1580) at Asian Investing Summit 2014. Sinmag Equipment: “The Middleby…
Li Ning: A Turnaround Case of A Leading Chinese Sportswear Company
Max Hu presented his in-depth investment thesis on Li Ning (Hong Kong: 2331) at Asian Investing Summit 2014. Li Ning: Turnaround opportunity…
China International Travel Service: Operates Duty Free Stores Across China and China’s Largest Domestic Travel Agency
Ali Akay and Jason Mitra presented their in-depth investment thesis on China International Travel Service (China: 601888) at Asian Investing Summit 2014….
Korean Preferreds: Emerging Value
Ori Eyal presented his in-depth investment thesis on Korean Preferreds at Asian Investing Summit 2014. Korean Preferreds: Thesis: 60% price discount PLUS…
Keynote Q&A Session
Jean-Marie Eveillard presented his in-depth investment thesis on Keynote Q&A Session at Asian Investing Summit 2014. Some quotables from the Q&A session:…
Greatview Aseptic Packaging: Manufacturer of Aseptic Packaging Material Threatening To Break The TetraPak Monopoly Worldwide
Benjamin Koh presented his in-depth investment thesis on Greatview Aseptic Packaging (Hong Kong: 468) at Asian Investing Summit 2014. Greatview Aseptic Packaging:…
Sampath Bank: 3rd Largest Commercial Bank in Sri Lanka
Caglar Somek presented his in-depth investment thesis on Sampath Bank (Sri Lanka: SAMP) at Asian Investing Summit 2014. About the instructor: M….
FPT: #1 IT Company in Vietnam
Caglar Somek presented his in-depth investment thesis on FPT (Vietnam: FPT) at Asian Investing Summit 2014. About the instructor: M. Caglar Somek…