Siddharth Mehta of Beaconsfield Investment Management presented his in-depth investment thesis on Honma Golf (Hong Kong: 6858) at Asian Investing Summit 2018.

Thesis summary:

Honma Golf is a leading golf club manufacturer based in Japan. The company is known for quality and craftsmanship. Honma went bankrupt more than a decade ago and was purchased by golfing enthusiast and businessman Liu Jianguo from China. The books were cleaned up and the company delisted in Hong Kong two years ago. While sales and earnings are growing nicely, the shares recently traded at a deep discount to peers.

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About the instructor:

Siddharth Mehta founded Beaconsfield Investment Management in 2010. Prior to that he worked as an analyst covering Asian equities at Fairfax Financial Holdings and as an associate analyst at Credit Suisse equity research. Born and raised in Chennai, India, Siddharth completed his bachelor’s of science degree from Purdue University.