Group 1 - Intel has faced increasing issues over the years, particularly in its ability to adapt and innovate within the technology sector [1] - The company has been a topic of discussion in financial media, indicating a heightened level of scrutiny and concern regarding its performance [1] Group 2 - The author emphasizes the importance of dividend investing as a strategy for achieving financial freedom, suggesting that it is accessible to a wide range of investors [1] - The focus of the author's investment strategy includes sectors such as technology, real estate, software, finance, and consumer staples, which are also areas of professional expertise [1]

Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to increase significantly over the next year [1] - The investment strategy emphasizes technology and the Great Energy Transition, including uranium, with a concentrated portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] - Michael has over 10 years of experience analyzing companies in tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [2] Group 2 - The Investing Group Deep Value Returns, led by Michael, offers insights through a concentrated portfolio of value stocks, timely updates on stock picks, and a weekly webinar for live advice [3] - The group provides "hand-holding" support for both new and experienced investors, fostering an active and vibrant community accessible via chat [3]

Core Insights - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for stocks with significant discrepancies between market price and intrinsic value, particularly in the Hong Kong market [1] Group 1: Investment Strategy - The service emphasizes 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 highlights wide moat stocks, which are characterized by strong earnings power at discounted prices, including high-quality businesses and hidden champions [1] Group 2: Research Offerings - The author provides a range of watch lists with monthly updates to assist investors in identifying potential investment opportunities [1]

Group 1 - Meta's Ray-Ban smart glasses will be available for sale in India starting May 19 at a price of ₹29,990 (approximately $353) [1] - The smart glasses support Meta AI, which can answer questions, translate audio and video live, send messages, and make calls [1] - Approximately 2 million pairs of the smart glasses have been sold since their launch in 2023 [2] Group 2 - The smart glasses currently support live translation for English, French, Italian, and Spanish, but do not yet support Indian languages [2] - The glasses can connect to music apps like Spotify, Amazon Music, Shazam, and Apple Music in India [2]

Group 1 - Riley Exploration Permian (NYSE: REPX) announced a $142 million acquisition while reducing its 2025 capex budget by nearly $100 million, indicating a strategic shift towards enhancing future development opportunities [2] - The company is projected to end 2025 with a leverage ratio of 1.2x, suggesting a manageable debt level in relation to its earnings [2] Group 2 - The investing group Distressed Value Investing focuses on value opportunities and distressed plays, particularly in the energy sector, highlighting the potential for investment in this area [3]

Group 1 - The Value Lab focuses on long-only value investment ideas, aiming for a portfolio yield of approximately 4% and has seen success over the past five years through engagement in international markets [1][2] - Joint Stock Company Kaspi.kz (OTC:KSPI) has reported significant developments related to its newly acquired Hepsiburada business, influenced by political changes in Turkey and macroeconomic factors [2] - The Valkyrie Trading Society consists of analysts who share high conviction investment ideas that are expected to yield non-correlated and outsized returns in the current economic environment, emphasizing a long-only investment strategy [3]

Core Viewpoint - ChipMOS Technologies Inc. has announced a new share repurchase program, reflecting confidence in its business fundamentals and capital allocation strategy, amidst recent share price dislocation in the market [1][3]. Group 1: Share Repurchase Program - The Board of Directors has authorized a share repurchase program with a total amount of up to NT$525 million (approximately US$16.4 million) [1]. - The company plans to repurchase up to 15 million shares, which is about 2.06% of its issued share capital, within a price range of NT$18.87 to NT$35.00 per share [2]. - The repurchase period is set from May 14 to July 13, 2025, and the buyback will continue even if the stock price falls below the specified range [2]. Group 2: Company Overview - ChipMOS is a leading provider of outsourced semiconductor assembly and test services (OSAT), with advanced facilities located in Hsinchu Science Park, Hsinchu Industrial Park, and Southern Taiwan Science Park [4]. - The company serves a wide range of clients, including fabless semiconductor companies, integrated device manufacturers, and independent semiconductor foundries, catering to virtually all end markets worldwide [4].

Financial Performance - Revenue for Q1 2025 was NT$5,532.3 million (US$166.7 million), representing a 2.5% increase from NT$5,399.6 million (US$162.7 million) in Q4 2024 and a 2.1% increase from NT$5,418.7 million (US$163.3 million) in Q1 2024 [2] - Net profit attributable to equity holders for Q1 2025 was NT$176.3 million (US$5.3 million), down from NT$232.2 million (US$7.0 million) in Q4 2024 and NT$437.8 million (US$13.2 million) in Q1 2024 [4] - Net earnings per basic common share for Q1 2025 were NT$0.24 (US$0.01), compared to NT$0.32 (US$0.01) in Q4 2024 and NT$0.60 (US$0.02) in Q1 2024 [4] Non-Operating Income - Net non-operating income for Q1 2025 was NT$82.1 million (US$2.5 million), a decrease from NT$154.6 million (US$4.7 million) in Q4 2024 and NT$156.3 million (US$4.7 million) in Q1 2024 [3] - The decrease in non-operating income was primarily due to a reduction in foreign exchange gains, which fell by NT$75 million (US$2.3 million) compared to Q4 2024 [3] Cash Position - Net free cash inflow for Q1 2025 was NT$830.6 million (US$25.0 million), with a strong balance of cash and cash equivalents amounting to NT$13,565.5 million (US$408.7 million) [5][8] Share Repurchase Program - The Board of Directors has authorized a new share repurchase program amounting to NT$525 million [8]

Financial Performance - Honda's fourth-quarter operating profit plunged 76%, missing earnings estimates due to the impact of U.S. tariffs [1] - For the financial year ending in March, Honda reported revenue of 21.69 trillion yen, exceeding the average expectation of 21.63 trillion yen, representing a year-on-year increase of 6.2% [2] - Operating profit for the financial year fell 12.2% to 1.21 trillion yen, below the average estimate of 1.41 trillion yen [2] Quarterly Results - In the fourth quarter, Honda's revenue was 5.36 trillion yen ($47.26 billion), matching expectations [3] - However, the operating profit for the same quarter was significantly lower at 73.5 billion yen compared to 275.52 billion yen in the previous year [3]

Core Insights - Starcore International Mines Ltd. announced production results for the fourth fiscal quarter ended April 2025 at its San Martin Mine in Queretaro, Mexico [1] - The company successfully commissioned a new processing circuit for carbonaceous ore treatment, achieving a milestone in its operations [2] Production Results - In Q4 2025, Starcore milled 53,398 tonnes of ore, a 14% increase from Q3 2025 [4] - Gold equivalent ounces produced were 2,342, reflecting a 3% increase from the previous quarter [4] - The gold grade was 1.57 g/t, a 10% decrease from Q3 2025, while the silver grade increased by 42% to 15.77 g/t [4] - Gold recovery was 81.72%, a slight decrease of 1% from the previous quarter, while silver recovery improved by 15% to 56.63% [4] Operational Developments - The mine has ramped up to produce 140 tonnes per day of carbonaceous ore, with a contractor engaged for additional works [2] - Exploration and development continue in a new area of the mine, focusing on the depths of the San José mine [3] - The successful implementation of the new carbonaceous ore process is expected to extend the mine's life and enhance exploration potential [4] Company Overview - Starcore is engaged in precious metals production, primarily in Mexico, with additional exploration and development projects across North America and Côte d'Ivoire [5] - The company emphasizes corporate social responsibility and aims to increase long-term shareholder value [5]