EPAM Systems: Bullish About Financial 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 focuses on wide moat stocks, which are characterized by strong competitive advantages and the ability to generate earnings power at a discount [1]. Group 2: Market Expertise - The analyst has over a decade of experience in the Asian equity market, providing insights from both buy and sell sides, which enhances the credibility of the investment ideas presented [1]. - The investment group offers monthly updates and watch lists to keep investors informed about potential opportunities in the market [1].