Asian Investing Summit 2015 brought together the best minds from the MOI Global network of intelligent investors, with a focus on ideas across Asia. Highlights.
Update on Israel
Ori Eyal presented his in-depth investment thesis on Update on Israel at Asian Investing Summit 2015. Why invest in Israel: (i) stable,…
Bauhaus: Exceptionally Well-Run Specialty Retailer and Apparel Design Business
Isaac Schwartz presented his in-depth investment thesis on Bauhaus (Hong Kong: 483) at Asian Investing Summit 2015. Bauhaus is an exceptionally well-run…
Update on Corporate Governance in Japan
Bruce Aronson presented his in-depth investment thesis on Update on Corporate Governance in Japan at Asian Investing Summit 2015. About the instructor:…
Sun Art Retail: Leading Operator of Hypermarkets in Mainland China
Carter Venkat presented his in-depth investment thesis on Sun Art Retail (HKSE: 6808) at Asian Investing Summit 2015. Sun Art Retail is…
Emeco: Largest Mining Equipment Rental Company in The World
Peter Kennan presented his in-depth investment thesis on Emeco (Australia: EHL) at Asian Investing Summit 2015. Emeco is the largest mining equipment…
New Concept of Fiduciary Duty in Japan’s Fund Industry
Noriyuki Morimoto presented his in-depth investment thesis on New Concept of Fiduciary Duty in Japan’s Fund Industry at Asian Investing Summit 2015….
Japan as Value Investing Case Study
Seng Chong Yeo presented his in-depth investment thesis on Japan as Value Investing Case Study at Asian Investing Summit 2015. About the…
Value in Government-Controlled Companies in India
Rahul Saraogi presented his in-depth investment thesis on Value in Government-Controlled Companies in India at Asian Investing Summit 2015. About the instructor:…
WH Group: Largest Global Pork Processor
Scott Phillips presented his in-depth investment thesis on WH Group (HK: 288) at Asian Investing Summit 2015. WH Group represents the combination…
Rechi Precision: World’s #4 Compressor Manufacturer
KB Kee presented his in-depth investment thesis on Rechi Precision (Taiwan: 4532) at Asian Investing Summit 2015. Rechi Precision, trading at P/B…
Boustead Singapore: Small-Cap Industrial Conglomerate With An Asset-Light Business Model
Joshua Kennedy presented his in-depth investment thesis on Boustead Singapore (Singapore: F9D) at Asian Investing Summit 2015. Boustead Singapore is a small-cap…
Shenzhen International: Heads You Win, Tails You Don’t Lose Much
Sid Choraria presented his in-depth investment thesis on Shenzhen International (Hong Kong: 152) at Asian Investing Summit 2015. Shenzhen International: Multiple ways…
Value in Japan
Alexander Kinmont presented his in-depth investment thesis on Value in Japan at Asian Investing Summit 2015. Company likely mentioned by Alex Kinmont:…
Long-Term Perspective on Investing in India, plus Three Ideas
Amitabh Singhi presented his in-depth investment thesis on Long-Term Perspective on Investing in India, plus Three Ideas at Asian Investing Summit 2015….
Chow Tai Fook: A Golden Franchise 86 Years in The Making
Roshan Padamadan presented his in-depth investment thesis on Chow Tai Fook (Hong Kong: 1929) at Asian Investing Summit 2015. About the instructor:…
The Great Eastern Shipping Company: Provider of Offshore Oil and Gas
Kimi Venkataraman presented his in-depth investment thesis on The Great Eastern Shipping Company (India: 500620, GESHIP) at Asian Investing Summit 2015. The…
The Vietnam Investment Opportunity
David O’Neil presented his in-depth investment thesis on The Vietnam Investment Opportunity at Asian Investing Summit 2015. About the instructor: David O’Neil…
EM Systems: Largest Software Provider for Dispensing Pharmacies in Japan
Jiro Yasu presented his in-depth investment thesis on EM Systems (Tokyo: 4820) at Asian Investing Summit 2015. Largest software provider for dispensing…
JD.com: Leading Chinese E-Commerce Company
Max Hu presented his in-depth investment thesis on JD.com (Nasdaq: JD) at Asian Investing Summit 2015. JD.com: A leading Chinese E-commerce company…
Korea Alcohol: Korea’s Leading Manufacturers of Specialty Chemicals
Chan Lee and Albert Yong presented their in-depth investment thesis on Korea Alcohol (017890) at Asian Investing Summit 2015. Korea Alcohol is…
GS Home: Korea’s Leading TV Home Shopping Channel
Chan Lee and Albert Yong presented their in-depth investment thesis on GS Home (Korea: 028150) at Asian Investing Summit 2015. GS Home…
Case for Korea
Chan Lee and Albert Yong presented their in-depth investment thesis on Case for Korea at Asian Investing Summit 2015. Amid recent positive…
Q&A Session
Jean-Marie Eveillard presented his in-depth investment thesis on Q&A Session at Asian Investing Summit 2015. The following are selected Jean-Marie Eveillard quotations…
Q&A Session: Value Investing in Asia
Amit Wadhwaney presented his in-depth investment thesis on Q&A Session: Value Investing in Asia at Asian Investing Summit 2015. The following are…
Israel Discount Bank: #3 Bank in Israel
Ori Eyal presented his in-depth investment thesis on Israel Discount Bank (Israel: DSCT) at Asian Investing Summit 2015. Israel Discount Bank —…
Golf & Co: Leading Group of Retail Chain Stores
Ori Eyal presented his in-depth investment thesis on Golf & Co (Israel: GOLF) at Asian Investing Summit 2015. Golf & Co —…