HDFC Bank (US:HDB) Seeking Alpha·2026-01-13 18:18Core 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] - The investment strategy includes identifying deep value balance sheet bargains and wide moat stocks, which are characterized by strong competitive advantages and high-quality business models [1] Group 1: Investment Strategy - The service aims to provide value investors with opportunities in Asia-listed stocks that are undervalued, including net cash stocks and low price-to-book (P/B) ratio stocks [1] - The approach also includes a focus on "Magic Formula" stocks and hidden champions, which are companies with sustainable competitive advantages [1] Group 2: Market Expertise - The analyst has over a decade of experience in the Asian equity market, both on the buy and sell sides, indicating a deep understanding of market dynamics [1] - The investment group offers monthly updates and watch lists to keep investors informed about potential investment opportunities [1]