Core Insights - The research service "Asia Value & Moat Stocks" targets value investors looking for Asia-listed stocks with significant discrepancies between market price and intrinsic value, focusing on deep value balance sheet bargains and wide moat stocks [1] Group 1 - The service emphasizes identifying deep value balance sheet bargains, such as net cash stocks, net-nets, low price-to-book (P/B) stocks, and sum-of-the-parts discounts [1] - It also focuses on wide moat stocks, which are characterized by strong earnings power at discounted prices, including high-quality businesses and hidden champions [1] - The author provides a range of watch lists with monthly updates to assist investors in tracking potential investment opportunities in the Hong Kong market [1]
CBRE: Still Bullish Considering Above-Expectations Results And Positive Guidance Revision