Idea Thesis Summaries from Asian Investing Summit 2019

The following idea snapshots have been provided by the respective instructors or compiled by the MOI Global research team.

Rubicon: Surprising to the Upside on All Fronts

The company is guiding for 20% revenue growth and 13+% take-rates, while maintaining roughly one-third of the market cap in net cash.

GMA Networks: Leading Free-to-Air Broadcaster in Duopolistic Market

Ayaz Motiwala of Amala Emerging Asia Fund presented an in-depth investment thesis at Asian Investing Summit 2019.

Mental Model: The Non-Linear Nature of Velocity

Rohith Potti, a private investor, discussed the “non-linear nature of velocity” at Asian Investing Summit 2019.

Uzbekistan: Highly Illiquid Stock Market, with Long-Term Potential

Michael McGaughy of Fusion Wealth Management presented an in-depth investment thesis at Asian Investing Summit 2019.

Value-oriented Investing in Vietnam’s Growth

Andreas Vogelsanger of Asia Frontier Capital (Vietnam) discussed his firm’s investment approach at Asian Investing Summit 2019.

Indusind Bank, Ujjivan Financial: Benefiting from Microfinance Growth

Ankit Agarwal of Centrum Capital presented two in-depth investment theses at Asian Investing Summit 2019.

Muthoot Finance: India’s Largest Gold Finance Company

Amit Kumar of Unifi Capital presented an in-depth investment thesis at Asian Investing Summit 2019.

Sectoral Investment Approach and the Indian Pharma Sector

George Joseph of ITI Asset Management discussed the Indian pharma sector at Asian Investing Summit 2019.

KDDL: Leading Provider of Watch Components to Swiss Brands

Lalaram Singh of Vibrant Securities presented an in-depth investment thesis at Asian Investing Summit 2019.

KRBL: Formidable Basmati Rice Franchise with Growth Runway

Amey Kulkarni of Candor Investing Fund presented an in-depth investment thesis at Asian Investing Summit 2019.

Manappuram Finance: India’s Second-Largest Gold Finance Company

Viraj Mehta of Equirus Long Horizon Fund presented an in-depth investment thesis at Asian Investing Summit 2019.

Greaves Cotton: Diesel Engine Maker with New Management

V.P. Rajesh and Anish Jobalia of Banyan Capital Advisors presented an in-depth investment thesis at Asian Investing Summit 2019.

Tang Palace, Saregama: Micro-Cap Opportunities in Hong Kong, India

Sid Choraria of Amiral Gestion presented two in-depth investment theses at Asian Investing Summit 2019.

Puravankara: Well-Run, Growing Real Estate Developer at Fraction of NAV

Rahul Saraogi of Atyant Capital Advisors presented an in-depth investment thesis at Asian Investing Summit 2019.

Shemaroo Entertainment: Niche Content Aggregator with Valuable Library

Rohit Chauhan of RC Capital Management presented an in-depth investment thesis at Asian Investing Summit 2019.

China Jushi: Top Fiberglass Maker in Oligopolistic Global Market

Ning Jia of Shanghai Pumeng Asset Management presented an in-depth investment thesis at Asian Investing Summit 2019.

Niyogin Fintech: Technology-Driven Non-Banking Finance Company in India

Rajeev Mantri of Navam Capital presented an in-depth investment thesis at Asian Investing Summit 2019.

Asian Innovators: Four Potential Compounders in China, Japan, and Korea

KB Kee of HERO Investment Management presented four investment theses at Asian Investing Summit 2019.

Sakai Heavy Industries: Leader in Niche Market for Road Rollers

Alex Kinmont of Milestone Asset Management presented an in-depth investment thesis at Asian Investing Summit 2019.

Persistent Systems: Mid-Tier IT Services Firm at Discount

Amit Chander of Baring Private Equity Partners India presented an in-depth investment thesis at Asian Investing Summit 2019.

Eicher Motors: Owner-Operated Motorcycle Maker with Growth

Soumil Zaveri of DMZ Partners presented an in-depth investment thesis at Asian Investing Summit 2019.

Hikari Tsushin: Mid-Cap Compounding Vehicle in Japan

Jiro Yasu and Patrick Rial of Varecs Partners presented an in-depth investment thesis at Asian Investing Summit 2019.

Unichem Labs: Cash-Rich, Owner-Operated Pharma Business

Kimi Venkataraman and Sidd Mehta of India Intrinsic Value Advisors presented an in-depth thesis at Asian Investing Summit 2019.

James Morton Shares Five Deep Value Investment Ideas in Asia

James Morton of Santa Lucia Asset Management presented five investment theses at Asian Investing Summit 2019.

Sabana: Singapore Industrial Property REIT with Activist Angle

Peter Kennan of Black Crane Capital presented an in-depth investment thesis at Asian Investing Summit 2019.

Xero: Leading Cloud-Based Accounting Software Platform

Max Hu of Tyee Capital Group presented his in-depth investment thesis at Asian Investing Summit 2019.

Gamevil, Hyosung: Undervalued Holding Companies in Korea

Chan Lee and Albert Yong of Petra Capital Management presented two in-depth investment theses at Asian Investing Summit 2019.

JM Financial: Integrated Financial Services Group in India

Rajeev Agrawal of DoorDarshi Advisors presented an in-depth investment thesis at Asian Investing Summit 2019.

The Importance of Flexibility in Emerging Markets Investing

Isaac Schwartz of Robotti & Company discussed the importance of being flexible as an investor at Asian Investing Summit 2019.