Asian Investing Summit 2022
The 9th annual Asian Investing Summit, held on April 6-8, 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.
Read Idea Summaries (coming soon)
Full Access
Members of MOI Global and conference instructors enjoy exclusive access to Asian Investing Summit 2022.
Wonderla Holidays: Well-Run Business to Benefit Strongly Post-Pandemic
Amey Kulkarni of Candor Investing presented his thesis on Wonderla Holidays (India: WONDERLA) at Asian Investing Summit 2022.
Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea
Florian Weidinger of SLAM presented his investment thesis on Kina Securities (Australia: KSL) at Asian Investing Summit 2022.
Aucnet: Cash-Generative Business, Misunderstood Growth Prospects
Jiro Yasu and Patrick Rial of Varecs Partners presented their thesis on Aucnet (Japan: 3964) at Asian Investing Summit 2022.
Bank of Baroda: Strong Franchise, Attractive Valuation, Growth Ahead
Rahul Saraogi of Atyant Capital presented his thesis on Bank of Baroda (India: BANKBARODA) at Asian Investing Summit 2022.
Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition
Family office investor Samir Mohamed presented his thesis on Hibiscus Petroleum (Malaysia: HIBISCS) at Asian Investing Summit 2022.
Great Eastern Shipping: Lowly Valued in Recovering, Cyclical Industry
Sidd Thomas and Kimi Venkataraman of India Intrinsic Value presented Great Eastern Shipping at Asian Investing Summit 2022.
CK Hutchison: Well-Run Conglomerate With Diversified Global Asset Base
Michael Fritzell of Asian Century Stocks presented his investment thesis on CK Hutchison (HK: 1) at Asian Investing Summit 2022.
Alibaba: Deeply Undervalued Due to Overstated China-Related Fears
Andrew Macken of Montaka Global Investments presented his investment thesis on Alibaba (US: BABA) at Asian Investing Summit 2022.
Ujjivan Financial: Special Situation With Attractive Risk-Reward Profile
Rajeev Agrawal of DoorDarshi India Fund presented Ujjivan Financial Services (India: UJJIVAN) at Asian Investing Summit 2022.