Introduction
This is the third edition of the Asian Idea Generator Weekly that profiles Asian investment opportunities via the following idea generation sources: 1) piggybacking the trades of institutional investors and insiders; 2) quantitative screens; and 3) proxies for secular investment themes.
Piggybacking: Asian Insider Trades
In the prior two weeks, I wrote about the top Asian ideas of fund managers Mark Mobius and Terry Smith. Besides piggybacking on the trades of investment gurus, company insider purchases are another excellent source of idea generation.
China Maple Leaf Educational Systems Limited (CMLLF) (HK:1317), a