NPPXF - Asian Idea Generator Weekly: An Aviation Monopoly Asian Dividend Contenders And A Play On Autonomous Vehicles
Introduction
In this issue of the Asian Idea Generator Weekly, I continue to look for the following categories of Asian companies: 1) Companies that are either currently owned by institutional investors or witness significant insider buying/share buybacks; 2) companies that pass stringent quantitative screens; and 3) companies that are proxies for secular investment themes.
Piggybacking: An Aviation Monopoly TravelSky Technology
In the prior second issue of the Asian Idea Generator Weekly, I introduced fund manager Terry Smith, and Fundsmith Emerging Equities Trust, for which he is the Chief Investment Officer. I also profiled Hong Kong-listed