Mizuho Financial: Still Undervalued After Positive Results Surprise

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][2] Group 1: Investment Focus - The service emphasizes purchasing assets at a discount, such as net cash stocks, net-nets, low price-to-book (P/B) stocks, and sum-of-the-parts discounts [1] - It also highlights the importance of acquiring earnings power at a discount in high-quality companies, including "Magic Formula" stocks and hidden champions [1] Group 2: Market Outlook - A previous update from May 27, 2025, suggested that an upward revision of the fiscal year 2025 outlook or achieving better-than-expected actual results for MFG is likely [1]