Asian Investing Summit 2023
The 10th annual Asian Investing Summit, held from April 25-27, 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 2023.
Techno Medica: Undervalued, Cash-Rich Company With Clear Catalyst
Jiro Yasu and Patrick Rial of Varecs Partners presented their thesis on Techno Medica (Japan: 6678) at Asian Investing Summit 2023.
Japanese Small Value: Opportunity Set, Constraints, Valuations
Nick Schmitz of Verdad Advisers presented his research findings into Japanese small value equities at Asian Investing Summit 2023.
Quantitative Value with Momentum: Strategy, Algorithm, Holdings
Gaurang Merani of Global Investing Insight discussed “Quantitative Value with Momentum” at Asian Investing Summit 2023.
CCLP: Leading Coffee Processor with Improving Business Quality
Mehul Bhatt of OysterRock Capital presented his investment thesis on CCL Products (India: CCLP) at Asian Investing Summit 2022.
Inox Wind: Undervalued Wind Energy Player on Cusp of Turnaround
Amey Kulkarni of Candor Investing presented his investment thesis on Inox Wind (India: INXW) at Asian Investing Summit 2023.
Boeing: Compelling Investment in Light of Volatile US-China Relations
Max Hu of ZZ Capital presented his thesis on Boeing (US: BA) at Asian Investing Summit 2023. Max also discussed his macro outlook.
ICICI Securities: India’s Leading Equity Brokerage Firm at Material Discount
Sidd Thomas and Kimi Venkataraman of India Intrinsic Value presented ICICI Securities (India: ISEC) at Asian Investing Summit 2023.
Data Patterns: Electronics Player to Benefit From India’s Focus on Defense
Ravi Dharamshi of ValueQuest Investment Advisors presented Data Patterns (India: DATAPATT) at Asian Investing Summit 2023.
Glenmark Pharma: Gaining Market Share, Improving Capital Allocation
Nandan Madhiwalla of Punctilious One presented his thesis on Glenmark Pharmaceuticals (India: GLENMARK) at Asian Investing Summit 2023.
KDDL: Unique Twofer Tied Closely to Swiss Luxury Watch Industry
Rahul Bhatia of Willow Investment Management presented his thesis on KDDL (India: KDDL) at Asian Investing Summit 2023.
CHI: Fuel Import Terminal with Near-Monopoly Access to Auckland
Peter Kennan of Black Crane Capital presented his thesis on Channel Infrastructure (New Zealand: CHI) at Asian Investing Summit 2023.
RACL Geartech: Owner-Operated, Growing, High-Quality Gear Maker
Naveen Chandramohan of Itus Capital presented his investment thesis on RACL Geartech (India: RAC) at Asian Investing Summit 2023.
CSB Bank: Fairfax-Controlled Bank in Value-Unlocking Transformation
Rajeev Agrawal of DoorDarshi Advisors presented his investment thesis on CSB Bank (India: CSBBANK) at Asian Investing Summit 2023.
Hartalega: Industry-Leading Glove Maker With Compounder Attributes
Michael Fritzell of Asian Century Stocks presented his thesis on Hartalega (Malaysia: HART) at Asian Investing Summit 2023.
KPIT: Leading the Auto Industry Toward Software-Defined Vehicles
Rajeev Mantri of Navam Capital presented his investment thesis on KPIT Technologies (India: KPITTECH) at Asian Investing Summit 2023.