Kyocera: A 'Buy' With Beat And Raise Quarter, Connector Maker Investment

Core Insights - The article emphasizes the focus on value investing in Asia, particularly in Hong Kong, targeting stocks with significant discrepancies between market price and intrinsic value [1] - It highlights two main categories of investment opportunities: deep value balance sheet bargains and wide moat stocks, which are characterized by their strong competitive advantages and earnings potential [1] Group 1: Investment Strategy - The research service aims to identify Asia-listed stocks that are undervalued, specifically looking for net cash stocks, low price-to-book (P/B) ratios, and sum-of-the-parts discounts [1] - The service also focuses on high-quality businesses and hidden champions that exhibit strong earnings power at discounted prices, referred to as "Magic Formula" stocks [1] Group 2: Market Focus - The primary market of interest is the Hong Kong equity market, where the analyst has over a decade of experience on both buy and sell sides [1] - Monthly updates and watch lists are provided to keep investors informed about potential investment opportunities [1]