Asian Investing Summit 2021
The 8th annual Asian Investing Summit, held from April 14-16, brought together great minds from the MOI Global network of intelligent investors, with a focus on actionable ideas across Asia.
Highlights
The following idea snapshots have been provided by the respective instructors or compiled by MOI Global.
Full Access
Members of MOI Global and conference instructors enjoy exclusive access to Asian Investing Summit 2021.
Florian Weidinger on Three Flavors of Ideas in Southeast Asia
Florian Weidinger of Hansabay shared his investment theses on three timely ideas in Southeast Asia at Asian Investing Summit 2021.
ipet: Fast-Growing Japanese Pet Insurer at Attractive Valuation
Jiro Yasu and Patrick Rial of Varecs Partners Fund presented their in-depth investment thesis on ipet at Asian Investing Summit 2021.
Praj Industries: Technology and Capital Equipment Leader
Rahul Saraogi of Atyant Capital Advisors presented his thesis on Praj Industries (India: PRJ) at Asian Investing Summit 2021.
Kaveri Seed: Owner-Operated Company With Growth Opportunities
Rajeev Agrawal of DoorDarshi India Fund presented his thesis on Kaveri Seed Company (India: KSCL) at Asian Investing Summit 2021.
Sky Network TV: Strong FCF Generator With Cleaned Up Balance Sheet
Peter Kennan of Black Crane Capital presented his thesis on Sky Network Television (New Zealand: SKT) at Asian Investing Summit 2021.
CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn
Amey Kulkarni of Candor Investing presented his investment thesis on CARE Ratings (India: CARERATING) at Asian Investing Summit 2021.
Max Hu’s Annual China Macro Update + Unity Software Thesis
Max Hu of ZZ Capital shared his annual macro update and presented Unity Software (US: U) at Asian Investing Summit 2021.
Havells India: Leader in Electrical Goods and Consumer Durables
Rajeev Mantri of Navam Capital presented his investment thesis on Havells India (India: 517354) at Asian Investing Summit 2021.
Shriram City Union: Competitively Advantaged Finance Company
Sidd Thomas and Kimi Venkataraman of India Intrinsic Value Advisors presented Shriram City Union Finance at Asian Investing Summit 2021.