Asian Investing Summit 2018 brought together great minds from the MOI Global network of intelligent investors, with a focus on ideas in Asia. Highlights.
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Honma Golf: Turnaround at High-End Golf Club Maker
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
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
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
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
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
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
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
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
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
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
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
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 presented his in-depth investment thesis on Manappuram Finance (NSE: MANAPPURAM) at Asian Investing Summit 2018. Thesis summary: Manappuram Finance is…
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…