Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e., buying assets at a discount, e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions, and wide moat compounders). Sign up here to get sta ...

Italy's competition authority on Friday said it had opened two investigations on Microsoft's Activision Blizzard unit over allegedly "misleading and aggressive" sale practices for video games "Diablo ... ...

Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

Core Viewpoint - Chevron has made a final investment decision to expand production at Israel's Leviathan natural gas field, which will increase supplies to both domestic and regional markets [1] Group 1: Company Actions - Chevron's decision to expand production at the Leviathan field indicates a strategic move to enhance its operational capacity in the natural gas sector [1] - The expansion is expected to significantly boost the supply of natural gas, addressing both local and regional demand [1] Group 2: Industry Implications - The expansion of the Leviathan natural gas field is likely to have a positive impact on the energy market in Israel and surrounding regions, potentially stabilizing supply and influencing pricing dynamics [1] - This move aligns with broader trends in the energy sector, where companies are increasingly focusing on natural gas as a cleaner alternative to other fossil fuels [1]

Core Viewpoint - The Federal Reserve is under pressure to cut interest rates, while the Reserve Bank of Australia is experiencing a different economic dynamic, which has implications for global currency and fixed-income markets [1] Group 1 - The Fed's potential interest rate cuts could influence global financial markets, particularly in currency and fixed-income sectors [1] - The contrasting monetary policy approaches between the Fed and the Reserve Bank of Australia highlight differing economic conditions and challenges faced by each central bank [1]

Core Viewpoint - Chevron Corporation, through its subsidiary Chevron Mediterranean Limited, has made a Final Investment Decision (FID) to expand the production capacity of the Leviathan natural gas reservoir offshore Israel, highlighting its commitment to natural gas production and exports in the Eastern Mediterranean [1]. Group 1 - Chevron is recognized as a leading energy player in the Eastern Mediterranean region [1]. - The expansion of the Leviathan production platform is deemed strategic for meeting energy demands [1].

Core Insights - The focus of investors is shifting towards agentic AI, with UiPath positioned as a potential long-term winner in this space [1][3]. Company Overview - UiPath is one of the few pure-play investment opportunities in agentic AI, which is still in its early stages [3]. - The company has a market capitalization of $8.2 billion, reflecting a 14% gain over the past year [3]. - UiPath's stock experienced volatility recently, influenced by the CEO's stock sales [3]. Market Position - UiPath is establishing dominance in robotic process automation (RPA), automating tasks traditionally performed by humans [4]. - The company has nearly 10,900 customers, with over 2,500 providing annualized renewal run rates (ARRs) of at least $100,000 [6]. Financial Performance - In the fiscal 2026 third quarter, UiPath reported an 11% year-over-year increase in ARR and a 16% rise in sales [7]. - The company boasts a gross margin of 83.16% [6]. - Notable clients include major companies like Alphabet, Microsoft, and OpenAI, indicating strong growth potential [7].

Core Insights - The U.S. and Taiwan have established a trade deal that will see Taiwanese companies invest $250 billion in the U.S. to enhance production in key sectors such as semiconductors, energy, and artificial intelligence [1] Industry Summary - The investment of $250 billion is aimed at significantly boosting the semiconductor industry in the U.S., which is critical for technology and manufacturing sectors [1] - The deal also emphasizes the importance of energy production, indicating a strategic move towards energy independence and sustainability [1] - Artificial intelligence is highlighted as a key area of investment, reflecting the growing significance of AI technologies in various industries [1]

Core Viewpoint - BW LPG Limited reported a gross profit of approximately USD 27 million for Q4 2025, driven by gains from cargo, freight, and hedging transactions [1] Financial Performance - The gross profit includes a realized gain of USD 12 million from the company's portfolio [1] - The performance reflects positive unrealized gains, contributing to the overall financial results for the quarter [1]