Itron: Look Beyond Top-Line Miss And Focus On Cash Flow

Group 1 - The article emphasizes the focus on value investing in Asia, particularly targeting stocks with significant discrepancies between market price and intrinsic value, including deep value balance sheet bargains and wide moat stocks [1] - Itron, Inc. (NASDAQ: ITRI) is highlighted as a bullish investment opportunity despite its below-consensus revenue guidance, with expectations for a future turnaround driven by strong cash flow [1] Group 2 - The research service Asia Value & Moat Stocks provides investment ideas specifically for value investors interested in the Hong Kong market, offering monthly updates and watch lists [1]