ORIX: A 'Buy' On Beat And Raise Quarter, ROE Improvement Potential

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, including deep value balance sheet bargains and wide moat stocks [1] Group 1: Investment Strategy - The research service aims to identify Asia-listed stocks that are undervalued, specifically looking for deep value balance sheet bargains such as net cash stocks and low price-to-book (P/B) ratio stocks [1] - The service also targets wide moat stocks, which are characterized by strong competitive advantages and the ability to generate earnings power at a discount [1] Group 2: Market Focus - The primary focus is on the Hong Kong market, where the analyst has over a decade of experience in both buy and sell-side roles [1] - The investment group provides monthly updates and watch lists to assist value investors in identifying potential investment opportunities [1]