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JOYY: Turning Bullish On Attractive Yield, Advertising (Rating Upgrade)
Seeking Alphaยท2025-10-10 15:11

Core Insights - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for significant discrepancies between stock prices and intrinsic values, particularly in the Asian market, with an emphasis on Hong Kong [1]. Group 1: Investment Strategy - The service seeks 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 emphasizes wide moat stocks, which are characterized by strong earnings power at discounted prices, including high-quality businesses and hidden champions [1]. Group 2: Research Offerings - The author provides a range of watch lists with monthly updates to assist investors in identifying potential investment opportunities [1].