Wide Moat Stocks
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Rakuten: Worry Less About Credit Risks And Mobile Division Losses
Seeking Alpha· 2025-04-25 17:16
Core Insights - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for significant discrepancies between stock prices and intrinsic values, particularly in the Asian market, especially Hong Kong [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]
Itochu: Attention Turns To Asset Monetization After Key Concerns Ease
Seeking Alpha· 2025-04-23 07:46
Group 1 - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value [1] - The service emphasizes deep value balance sheet bargains, such as net cash stocks and low price-to-book (P/B) stocks, as well as wide moat stocks that represent high-quality businesses [1] - The author provides a range of watch lists with monthly updates, particularly concentrating on investment opportunities in the Hong Kong market [1]
ZTO Express: Still Neutral Considering 2025 Goals And Potential Policies
Seeking Alpha· 2025-03-20 16:37
Group 1 - The research service "Asia Value & Moat Stocks" targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value, focusing on deep value balance sheet bargains and wide moat stocks [1] - The service emphasizes investment opportunities in the Hong Kong market, identifying deep value balance sheet bargains and high-quality businesses with strong competitive advantages [1] - Monthly updates and watch lists are provided to members, highlighting potential investment opportunities in the region [1]