Asian Investing Summit 2017 brought together the best minds from the MOI Global network of intelligent investors, with a focus on ideas across Asia. Highlights.
Q&A on Intelligent Investing in Asia
We had the pleasure of following up with selected instructors at Asian Investing Summit 2017. We posed a number of questions to…
Piramal Enterprises: Journey of Evolution, Led by Owner-Operator
Ankur Jain presented his in-depth investment thesis on Piramal Enterprises (NSE: PEL) at Asian Investing Summit 2017. Piramal is an Indian conglomerate…
Kaveri Seed: Growth Story in Indian Agriculture Industry
Rajeev Mantri presented his in-depth investment thesis on Kaveri Seed Company (NSE: KSCL) at Asian Investing Summit 2017. Kaveri Seed is an…
Piramal Enterprises: Cycles of Wealth Creation
Rohit Chauhan presented his in-depth investment thesis on Piramal Enterprises (NSE: PEL) at Asian Investing Summit 2017. Piramal Enterprises is an external…
Korea: Surveying the Investment Opportunity
Chan Lee and Albert Yong presented their views on corporate governance in Korea at Asian Investing Summit 2017. They also shared their…
Wonderla Holidays: India’s Largest Amusement Park Operator
Jatin Khemani presented his in-depth investment thesis on Wonderla Holidays (NSE: WONDERLA) at Asian Investing Summit 2017. Wonderla Holidays is a leader…
Zydus Wellness: Attractive Return on Equity – Zero debt
Rajeev Thakkar presented his in-depth investment thesis on Zydus Wellness (India: ZYWL) at Asian Investing Summit 2017. Zydus Wellness is a company…
China Dongxiang: Branded Consumer Business with Excess Assets
Ada Lau presented her in-depth investment thesis on China Dongxiang (HKG: 3818) at Asian Investing Summit 2017. China Dongxiang operates a branded…
BRAC Bank: Top Franchise in Bangladesh, with Stake in Mobile Payments
Rashmi Kwatra presented her in-depth investment thesis on BRAC Bank (Bangladesh: BRAC) at Asian Investing Summit 2017. BRAC Bank is the banking…
Info Edge India: Internet Leader in Recruitment and Real Estate Classifieds
Jigar Shah presented his in-depth investment thesis on Info Edge India (NSE: NAUKRI) at Asian Investing Summit 2017. Info Edge India is…
Capital First: An Emerging Financial Compounder
Soumil Zaveri presented his in-depth investment thesis on Capital First (NSE: CAPF) at Asian Investing Summit 2017. Capital First is a non-banking…
Life Insurance in India: The Profile of an Attractive Market
Roshan Padamadan presented his in-depth investment thesis on Life Insurance in India: ICICI Prudential (India: IPRU) and Max Financial (India: MAXF) at…
Chaman Lal Setia Exports: Improving Market Cap, Liquidity and Coverage
Rajeev Agrawal presented his in-depth investment thesis on Chaman Lal Setia Exports (BOM: 530307) at Asian Investing Summit 2017. Chaman Lal Setia…
Q&A Session on Value Investing in Asia
Jean-Marie Eveillard joined us for a keynote Q&A session at Asian Investing Summit 2017. About the instructor: Jean-Marie became a senior adviser…
OldTown Berhad: Transition to FMCG Company
Ayaz Motiwala presented his in-depth investment thesis on OldTown Berhad (MK: OTB) at Asian Investing Summit 2017. About the instructor: Ayaz Motiwala…
GS Home Shopping: Korea’s Leading Cable TV Shopping Channel
Albert Yong and Chan Lee presented their in-depth investment thesis on GS Home (Korea: 028150) at Asian Investing Summit 2017. They also…
Haw Par Corporation: Asset-Rich Sum-of-the-Parts Bargain in Singapore
Sid Choraria presented his in-depth investment thesis on Haw Par Corporation (SGX: H02) at Asian Investing Summit 2017. Haw Par Corporation is…
Takasago International: Leader in Flavours, Fragrances, Aromas, Fine Chemicals
Lorne Steinberg presented his in-depth investment thesis on Takasago International (Tokyo: 4914) at Asian Investing Summit 2017. About the instructor: Lorne Steinberg…
Avanti Feeds: India’s Leader in Shrimp Feeds and Shrimp Processing
Viraj Mehta presented his in-depth investment thesis on Avanti Feeds Limited (NSE: AVANTIFEED) at Asian Investing Summit 2017. Avanti Feeds Limited is…
KyungDong City Gas: Undervalued Special Situation
Albert Yong and Chan Lee presented their in-depth investment thesis on KyungDong City Gas (Korea: 012320) at Asian Investing Summit 2017. They…
Wellard: Largest Exporter of Livestock in The World
Peter Kennan presented his in-depth investment thesis on Wellard (ASX: WLD) at Asian Investing Summit 2017. Wellard is the global #1 live…
Cub Elecparts: Worlds Aftermarket Leader in Automotive Tire Pressure Monitoring System Expanding Into ADAS Market
Koon Boon Kee presented his in-depth investment thesis on Cub Elecparts (TPE: 2231) at Asian Investing Summit 2017. About the instructor: KB…
Ajisen China: Fast-Casual Restaurant Chain with Excess Assets
Ada Lau presented her in-depth investment thesis on Ajisen China (HKG: 0538) at Asian Investing Summit 2017. Ajisen China operates a fast-casual…
Samho: Increasingly Shareholder-Friendly Company with Excess Assets
Albert Yong and Chan Lee presented their in-depth investment thesis on Samho (Korea: 010960) at Asian Investing Summit 2017. They also shared…
Thoughts on Value Investing in Japan
Alexander Kinmont shared his assessment of the macro backdrop for value investing in Japan at Asian Investing Summit 2017. He did not…
Balkrishna Industries: Off-Highway Tire Maker, with Replacement Sales
Samit Vartak presented his in-depth investment thesis on Balkrishna Industries (India: BALKRISIND or BKT) at Asian Investing Summit 2017. Balkrishna Industries is…
IDFC Limited: Sum-of-the-Parts Bargain in Financial Services
Akhil Dhawan presented his in-depth investment thesis on IDFC Limited (India: IDFC) at Asian Investing Summit 2017. IDFC Limited is a financial…
Shriram Transport Finance: Leader In The Used Commercial Market
Sidd Mehta presented his in-depth investment thesis on Shriram Transport Finance (NSE: SRTRANSFIN) at Asian Investing Summit 2017. Shriram Transport Finance is…
Stewardship and Corporate Governance in Japan
Bruce Aronson presented an update on corporate governance in Japan at Asian Investing Summit 2017. Bruce’s presentation covered three topics related to…
Regulatory Aspects of Asset Management in Japan
Noriyuki Morimoto discussed some regulatory aspects of asset management in Japan at Asian Investing Summit 2017. Note: Noriyuki Morimoto did not discuss…
China Macro Assessment and Outlook
Max Hu shared his assessment of the macro and political backdrop for value investing in China at Asian Investing Summit 2017. He…
Sunningdale Tech: A Leading One-Stop Precision Plastic Engineering Company
Eugene Wee and Benjamin Kek presented their in-depth investment thesis on Sunningdale Tech (SGX: BHQ) at Asian Investing Summit 2017. About the…
NetDragon: To Become World’s Largest Community in Lifelong Learning
Pep So presented his in-depth investment thesis on NetDragon (Hong Kong: 777) at Asian Investing Summit 2017. NetDragon: Leveraging on its successful…
Ctrip.com: Chinese OTA Giant
Max Hu presented his in-depth investment thesis on Ctrip.com (China: CTRP) at Asian Investing Summit 2017. Max Hu also commented extensively on…
Perspectives on the State of Equities in India
Kimi Venkataraman shared his perspectives on the Indian equity markets at Asian Investing Summit 2017. Note: Kimi did not discuss specific investment…
Amuse: Leading Management Company of Japanese Music Artists
Jiro Yasu presented his in-depth investment thesis on Amuse (Tokyo: 4301) at Asian Investing Summit 2017. Jiro Yasu’s colleague, Patrick Rial, also…
Jubilant LifeSciences: Diversified, Misunderstood Pharma Business
Rahul Saraogi presented his in-depth investment thesis on Jubilant LifeSciences (India: JOL) at Asian Investing Summit 2017. Rahul set the stage by…
The Macro Backdrop for Value Investing in India
Rahul Saraogi shared his assessment of the macro backdrop for value investing in India at Asian Investing Summit 2017. He also shared…