ORIX: Earnings And Buybacks Ahead Of Schedule
ORIXORIX(US:IX) Seeking Alpha·2026-02-10 16:06

Core Viewpoint - The article emphasizes the importance of identifying value stocks in the Asian market, particularly those listed in Hong Kong, that exhibit significant discrepancies between their market price and intrinsic value, focusing on deep value balance sheet bargains and wide moat stocks [1] Group 1: Investment Strategy - The research service Asia Value & Moat Stocks targets value investors looking for stocks with a substantial gap between price and intrinsic value [1] - The service specializes in deep value balance sheet bargains, such as net cash stocks, net-nets, low price-to-book (P/B) stocks, and sum-of-the-parts discounts [1] - It also focuses on wide moat stocks, which are high-quality businesses with strong earnings power available at a discount [1] Group 2: Market Focus - The primary focus of the investment group is on the Hong Kong market, leveraging over a decade of experience in Asian equity markets [1] - The group provides a range of watch lists with monthly updates to assist investors in identifying potential investment opportunities [1]