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Samsonite Group: Negatives Are In The Price
Seeking Alphaยท 2025-05-05 16:35
Core Insights - The article focuses on investment opportunities in Asia-listed stocks, particularly in the Hong Kong market, emphasizing deep value balance sheet bargains and wide moat stocks [1]. Group 1: Investment Strategy - The research service targets value investors looking for stocks with significant discrepancies between market price and intrinsic value [1]. - It emphasizes two main categories: deep value balance sheet bargains, which include net cash stocks and low price-to-book (P/B) stocks, and wide moat stocks, which are high-quality businesses with strong earnings potential [1]. Group 2: Research and Updates - The author provides a range of watch lists with monthly updates to assist investors in identifying potential investment opportunities [1].
Hon Hai Precision: Anticipating A Strong Q1 And An Above-Expectations Q2 (Rating Upgrade)
Seeking Alphaยท 2025-05-05 08:04
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]
Newmark: Above-Expectations Results Overshadowed By Unchanged Guidance (Downgrade)
Seeking Alphaยท 2025-05-01 18:21
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 starte ...
MGP Ingredients(MGPI) - 2025 Q1 - Earnings Call Transcript
2025-05-01 15:02
MGP Ingredients (MGPI) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Amit Sharma - VP - Investor RelationsBrandon Gall - Interim President & CEO; Vice President of Finance and CFOMark Davidson - VP Corporate Controller and Head of TreasuryMarc Torrente - Vice President - Equity ResearchBill Chappell - Managing DirectorSeamus Cassidy - Vice President - Equity ResearchMitchell Pinheiro - Director - Research Conference Call Participants Sean McGowan - MD & Senior Research AnalystBen Kliev ...
RELX: Q1 Update And Full-Year Guidance Ease Concerns
Seeking Alphaยท 2025-05-01 12:00
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, specifically concentrating on investment opportunities in the Hong Kong market [1]
Invesco Dynamic Leisure And Entertainment: Uniquely Focused ETF With Long-Term Risks
Seeking Alphaยท 2025-04-30 17:02
Group 1 - Invesco Dynamic Leisure and Entertainment (NYSEARCA: PEJ) is an ETF that allows investors to participate in the success of stocks within the leisure and entertainment sectors [1] - The ETF appeals to investors interested in businesses that provide products and services related to leisure and entertainment [1] - The focus is on identifying companies with durable competitive advantages and strong balance sheets, aiming to purchase shares when they are undervalued by the market [1]
Franklin Street Properties (FSP) - 2025 Q1 - Earnings Call Transcript
2025-04-30 16:02
Franklin Street Properties (FSP) Q1 2025 Earnings Call April 30, 2025 11:00 AM ET Company Participants Scott Carter - Executive VP, General Counsel & SecretaryJohn Demeritt - Executive VP, CFO & TreasurerGeorge Carter - Chairman & CEOJohn Donahue - President, FSP Property Management & Executive Vice PresidentJeffrey Carter - President & CIO Conference Call Participants Steven Dumanski - Equity Analyst Operator Thank you for standing by. My name is Kayla, and I will be your conference operator today. At this ...
Ranger Energy Services(RNGR) - 2025 Q1 - Earnings Call Transcript
2025-04-30 15:02
Ranger Energy Services (RNGR) Q1 2025 Earnings Call April 30, 2025 10:00 AM ET Company Participants Joe Mease - VP - FinanceStuart Bodden - President & Chief Executive OfficerMelissa Cougle - EVP & CFOJohn Daniel - Founder & President Conference Call Participants Don Crist - Senior Research Analyst Operator Good day, and welcome to the Ranger Energy First Quarter of twenty twenty five Conference Call. All participants will be in a listen only mode for the duration of the call. After today's presentation, th ...
ONEOK(OKE) - 2025 Q1 - Earnings Call Transcript
2025-04-30 15:00
ONEOK (OKE) Q1 2025 Earnings Call April 30, 2025 11:00 AM ET Speaker0 Good day, everyone, and welcome to the First Quarter twenty twenty five Earnings Conference Call. All participants will be in a listen only mode. After today's presentation, there will be an opportunity to ask Please also note today's event is being recorded. At this time, I'd like to turn the floor over to Megan Patterson. Ma'am, please go ahead. Speaker1 Thank you, Jamie, and welcome to ONEOK's first quarter twenty twenty five earnings ...
ONEOK(OKE) - 2025 Q1 - Earnings Call Transcript
2025-04-30 15:00
ONEOK (OKE) Q1 2025 Earnings Call April 30, 2025 11:00 AM ET Company Participants Megan Patterson - Vice President, Investor RelationPierce Norton - President, CEO and DirectorWalter Hulse - CFO, Treasurer and EVP, IR & Corporate DevelopmentSheridan Swords - EVP & CCODoug Irwin - Vice PresidentTheresa Chen - MD - Equity ResearchMichael Blum - Managing DirectorJean Ann Salisbury - Managing DirectorManav Gupta - Executive DirectorKeith Stanley - DirectorAJ O'Donnell - Director - Equity ResearchSunil Sibal - M ...