ICICI Bank(US:IBN) Seeking Alpha·2025-10-23 17:36Core Viewpoint - The article maintains a "Neutral" stance on ICICI Bank Limited (NYSE: IBN), indicating that the bank has not demonstrated a favorable balance between strong margins/return on assets (ROAs) and turnover expansion based on its recent quarterly performance [1]. Group 1: Investment Strategy - The research service focuses on value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value, emphasizing deep value balance sheet bargains and wide moat stocks [1][2]. - The investment strategy includes identifying stocks that are undervalued, such as net cash stocks, net-nets, low price-to-book (P/B) stocks, and companies with strong earnings power at a discount [1]. Group 2: Market Focus - The author of the investing group emphasizes a particular focus on the Hong Kong market while providing a range of watch lists with monthly updates for value investors [2].