BTPS: Improving Asset Quality and Capital Return at Indonesian Lender
Florian Weidinger of Santa Lucia Asset Management presented his thesis on BTPN Syariah (Indonesia: BTPS) at Asian Investing Summit 2026.
Indigo Paints: Founder-Led Compounder at a Reset Multiple
Mehul Bhatt of OysterRock Capital presented his investment thesis on Indigo Paints (India: INDIGOPNTS) at Asian Investing Summit 2026.
Maithan Alloys: Idle Cash Set To Return As India Rewires Buyback Tax
Amey Kulkarni of Candor Investing presented his investment thesis on Maithan Alloys (India: MAIT) at Asian Investing Summit 2026.
Gokaldas Exports: CEO-Led Turnaround With Asymmetric Upside
V.P. Rajesh and Saurabh Basrar of Banyan Capital Advisors presented Gokaldas Exports (India: GOKEX) at Asian Investing Summit 2026.
Ather: Software-Defined Scooter Maker Riding Electrification Wave
Rajeev Mantri of Navam Capital presented his in-depth investment thesis on Ather Energy (India: ATHER) at Asian Investing Summit 2026.
Kazakhstan: Resource-Rich, Growing Economy at Mid-Single-Digit P/Es
Isaac Schwartz of Robotti & Company discussed Kazakhstan and three avenues for investment: Kazatomprom, Air Astana, and the banking sector.
Natco Pharma: Complex Molecules, Owner-Operator, Capital Discipline
Nandan Madhiwalla of East72 Capital Management presented his thesis on Natco Pharma (India: NATCOPHARM) at Asian Investing Summit 2026.
Hindustan Foods: Leading FMCG Contract Manufacturer at Discount
Vinod Moras of Highwest Global Management presented his thesis on Hindustan Foods (India: HNDFDS) at Asian Investing Summit 2026.
Kitazato Corporation: Structural IVF Growth at Discount To Global Peers
Patrick Rial of TriVista Capital presented his investment thesis on Kitazato Corporation (Japan: 368A) at Asian Investing Summit 2026.
Chagee: Premium Global Tea Platform at Single-Digit P/E Ex-Cash
Roshan Padamadan of Luminance Capital presented his investment thesis on Chagee (US: CHA) at Asian Investing Summit 2026.
Twenty-Three Years After Buffett: Hoosik Min on Korea’s Second Act
Hoosik Min of Pine Investment Advisory discussed the value and quality investment opportunity in Korea at Asian Investing Summit 2026.
Hikari Tsushin: Japanese Outlier With Two Decades of Strong Compounding
Omar Malik of Hosking Partners presented his investment thesis on Hikari Tsushin (Japan: 9435) at Asian Investing Summit 2026.
Oro: Founder-Led ERP Software Leader With Catalysts for Re-Rating
Jiro Yasu of Varecs Partners presented his in-depth investment thesis on Oro (Japan: 3983) at Asian Investing Summit 2026.
G8 Education: Large Childcare Operator at Depressed Valuation
Peter Kennan of Black Crane Capital presented his investment thesis on G8 Education (Australia: GEM) at Asian Investing Summit 2026.
Sasken: From Project-Based Services to a Silicon Royalty Flywheel
Hitesh Kumar of Kosha Capital Advisors presented his investment thesis on Sasken Technologies (India: SASKEN) at Asian Investing Summit 2026.
PVI Holdings: Talanx-Backed, Growing Leader in P&C Insurance in Vietnam
Huy Nguyen of Sen Capital presented his in-depth investment thesis on PVI Holdings (Vietnam: PVI) at Asian Investing Summit 2026.
Lycopodium: EPCM Compounder With Founder Alignment and High ROE
Kimi Venkataraman and Sidd Thomas of India Intrinsic Value Consultants presented Lycopodium (Australia: LYL) at Asian Investing Summit 2026.
Freee: Founder-Led Disruptor of Japan’s Accounting Incumbents
Michael Fritzell of Asian Century Stocks presented his in-depth investment thesis on freee (Japan: 4478) at Asian Investing Summit 2026.
Motilal Oswal: From Broker to Wealth and Asset Management Powerhouse
Gokul Raj Ponnuraj of Bavaria Industries Group presented Motilal Oswal Financial Services (India: MOTILALOFS) at Asian Investing Summit 2026.
Five-Star Business Finance: High ROA Compounder with Organic Growth
Rajeev Agrawal of DoorDarshi Advisors presented his thesis on Five-Star Business Finance (India: FIVESTAR) at Asian Investing Summit 2026.
Cavco: Strategic M&A and Utilization Gains Set Path to Double Earnings
James Hannack of Punch & Associates presented his in-depth investment thesis on Cavco Industries (US: CVCO) at Best Ideas 2026.
Pluxee: Spinoff Dynamics, With Strong Management and Free Cash Flow
Jeffrey Stacey of Stacey Muirhead Capital Management presented his investment thesis on Pluxee (France: PLX) at Best Ideas 2026.
On: Leveraging DTC Expansion to Drive High-Margin Growth
Bogumil Baranowski of Blue Infinitas Capital presented his in-depth investment thesis on On Holding (US: ONON) at Best Ideas 2026.
5N Plus: Capitalizing on the Reshoring of Critical Mineral Supply Chains
Amar Pandya of PenderFund Capital Management presented his in-depth investment thesis on 5N Plus (Canada: VNP) at Best Ideas 2026.
Shift4: Valuation Disconnect and the Path to a Billion Dollar FCF Run Rate
Christopher Karlin of Associated Bank presented his in-depth investment thesis on Shift4 Payments (US: FOUR) at Best Ideas 2026.
Tubacex: Leading a Global Oligopoly in Premium Tubular Solutions
Javier Echevarria of Invexcel Patrimonio presented his investment thesis on Tubacex (Spain: TUB) at Best Ideas 2026, hosted by MOI Global.
Tenaz Energy: Leveraging Supermajor Exits for High-Margin Gas Production
Mike Kruger of MPK Partners presented his investment thesis on Tenaz Energy (Canada: TNZ) at Best Ideas 2026, hosted by MOI Global.
First Solar: Decoupling from Chinese Supply via Thin-Film Technology
Alex Gates of Clayton Partners presented his investment thesis on First Solar (US: FSLR) at Best Ideas 2026, hosted by MOI Global.
UnitedHealth: Market Misinterprets Cyclical Pressures as Structural
Stephen Dodson of Bretton Fund presented his in-depth investment thesis on UnitedHealth Group (US: UNH) at Best Ideas 2026.
Celsius: Capitalizing on Secular Shift from Coffee to Zero-Sugar Energy
Edward Chang of pledge Capital presented his in-depth investment thesis on Celsius Holdings (US: CELH) at Best Ideas 2026.