The Executive's Edge: High Insider-Owned Asian Stocks for 20-40% Growth

In a world of geopolitical tension, interest rate uncertainty, and market volatility, investors often seek refuge in companies where executives' incentives are tightly aligned with shareholder returns. Three Asian growth stocks—RemeGen (SEHK:9995), Zhejiang Leapmotor (SEHK:9863), and Allwinner Technology—fit this mold perfectly. Each boasts high insider ownership, operates in high-growth sectors (biotech, EVs, and semiconductors), and trades at significant discounts to their estimated fair value. Here's why these names could deliver 20-40% annual returns despite market headwinds.

Why Insider Ownership Matters in Volatile Markets

Insider ownership acts as a “reality check” on management's confidence. When executives hold 10%+ stakes in their companies, their personal wealth is directly tied to long-term success. This creates a natural alignment with investors, especially in sectors where execution risk is high.

1. RemeGen (SEHK:9995): Biotech's Next Breakout, Backed by 11.2% Insider Ownership

What It Does: RemeGen is a Chinese biopharmaceutical firm developing therapies for autoimmune diseases, oncology, and ophthalmology. Its lead drug, Telitacicept, is a myasthenia gravis treatment that has shown 90% efficacy in clinical trials.

Key Stats:
- Insider Ownership: 11.2% (June 2025), with founders and executives holding stakes.
- Growth: Revenue projected to grow 23% annually, rising to 30% by 2028 as new drugs hit the market.
- Valuation: Traded at 40% below its estimated fair value, despite having a $35.93 billion market cap.

Why Now?
RemeGen benefits from China's push to reduce reliance on foreign pharma. Its disitamab vedotin (a gastric cancer therapy) is already approved in China, and global trials could unlock international markets. Insider buying over the past year signals confidence in this trajectory.

2. Zhejiang Leapmotor (SEHK:9995): EV Growth at 27.9% YoY, With 15.6% Insider Ownership

What It Does: A leader in China's new energy vehicle (NEV) market, Leapmotor focuses on affordable EVs for urban consumers. Its L10 model has become a bestseller, leveraging partnerships with tech giants like Alibaba for smart features.

Key Stats:
- Insider Ownership: 15.6% (June 2025), with founders holding an additional 14.4%.
- Market Expansion: Revenue growing at 27.9% annually, outpacing competitors in price-sensitive segments.
- Valuation: Shares trade at 44.1% below fair value, despite a $77.14 billion market cap.

Why Now?
Leapmotor is a hidden gem in China's EV boom. While Tesla and BYD dominate headlines, Leapmotor's focus on cost-efficient urban EVs aligns with rising demand for short-range, affordable vehicles. Its insider ownership and recent stock buybacks (over HK$500 million in 2024) suggest executives see long-term value.

3. Allwinner Technology: 37.4% Insider Ownership, Powering the AI Chip Revolution

What It Does: A fabless semiconductor firm designing system-on-chips (SoCs) for consumer electronics, AI devices, and IoT hardware. Its chips power smart home gadgets, wearables, and low-end AI servers.

Key Stats:
- Insider Ownership: 37.4% (June 2025), led by co-founder Ruigang Zhang, signaling deep commitment.
- Growth: Semiconductor revenue expected to rise 38.1% annually, driven by AI and high-bandwidth memory (HBM) adoption.
- Valuation: Undervalued by ~30% compared to peers like MediaTek, despite a 12% R&D-to-revenue ratio (vs. 8% for peers).

Why Now?
Allwinner benefits from China's tech self-reliance push, which aims to reduce reliance on U.S. chip imports. Its focus on low-power, high-performance SoCs positions it to capture $21 billion in HBM-driven AI chip sales by 2025. Insider stakes and no recent selling activity underscore confidence in this thesis.

The Investment Thesis

These three stocks share a risk-mitigation trifecta:
1. Insider ownership aligns management incentives with long-term value creation.
2. Undervaluation provides a margin of safety in volatile markets.
3. Secular trends (AI, EVs, biotech) ensure growth resilience.

Action Items:
- Buy RemeGen at current valuations, targeting its 2028 drug approvals.
- Add Zhejiang Leapmotor as EV demand rebounds post-inventory corrections.
- Allocate to Allwinner ahead of AI chip adoption waves in 2025-2026.

Risks to Consider

• Geopolitical headwinds: U.S.-China tensions could disrupt semiconductor supply chains.
• Overvaluation risks: If growth projections lag, valuations could compress.
• Execution risks: Biotech clinical trial failures or EV battery shortages could derail momentum.

Final Take

In a world of uncertainty, investors should prioritize companies where executives “eat their own cooking.” RemeGen, Leapmotor, and Allwinner check all the boxes: insider ownership, undervaluation, and secular growth. While 2025's market volatility is inevitable, these names are positioned to thrive—and reward patient investors with 20-40%+ annual returns.

Stay hungry, stay aligned.