Core Viewpoint - The article emphasizes the potential of Asian equities (excluding China) in the US markets, highlighting that they are often overlooked and under-allocated in investor portfolios [1]. Group 1: Analyst Background - The analyst has a decade of experience as a buy-side equity analyst focusing on Asia Pacific equities [1]. - A fundamental bottom-up approach combined with a macroeconomic perspective is employed to identify stocks benefiting from global trends [1]. - The primary sectors of focus are Financials, Industrials, and Consumer Discretionary [1]. Group 2: Purpose of Writing - The intention behind writing on Seeking Alpha is to share insights and increase awareness of Asian equities listed in US markets [1]. - The articles aim to help expand the investment universe for readers by highlighting investment opportunities in the Asian market [1].
Hitachi: Buy Reiterated On This Potential SaaS Opportunity