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GDS Holdings: Still A Buy Considering Q1 Outperformance And Geopolitical Factors
Seeking Alpha· 2025-05-27 15:46
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 ...
What's Next for Natural Gas? EIA Data Stirs Mixed Signals
ZACKS· 2025-05-27 13:31
The U.S. Energy Department's latest inventory report showed a higher-than-expected increase in natural gas supplies. Despite the larger injection, natural gas prices ended the week flat. Traders balanced rising supply with signs of strengthening demand, as spring weather and regional constraints kept sentiment mixed.At this time, we advise investors to focus on stocks such as Gulfport Energy (GPOR) , Coterra Energy (CTRA) and Antero Resources (AR) .EIA Reports a Build Slightly Larger Than Market Expectation ...
高盛:印度迈向更优的增长 - 通胀平衡
Goldman Sachs· 2025-05-22 05:50
21 May 2025 | 10:11PM IST Goldman Sachs Asia in Focus India: Towards a better growth-inflation balance Santanu Sengupta +91(22)6616-9042 | santanu.sengupta@gs.com Goldman Sachs India SPL Arjun Varma +91(22)6616-9043 | arjun.varma@gs.com Goldman Sachs India SPL Andrew Tilton +852-2978-1802 | andrew.tilton@gs.com Goldman Sachs (Asia) L.L.C. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclo ...
Walmart Earnings Summary: Tariffs Not As Critical As Long-Term Flywheel Improvements
Seeking Alpha· 2025-05-22 03:35
Company Overview - Trinity Asset Management was founded by Brian Gilmartin in May 1995, focusing on providing attention and service to individual investors and institutions that were underserved by larger firms [1] - Brian Gilmartin has a background as a fixed-income/credit analyst and has experience working with a Chicago broker-dealer and Stein Roe & Farnham before establishing his own firm [1] Educational Background - Brian Gilmartin holds a BSBA in Finance from Xavier University, Cincinnati, Ohio, obtained in 1982, and an MBA in Finance from Loyola University, Chicago, completed in January 1985 [1] - He earned the CFA designation in 1994 [1] Professional Experience - Brian Gilmartin has contributed to financial writing for various platforms, including TheStreet.com from 2000 to 2012 and WallStreet AllStars from August 2011 to Spring 2012 [1] - He has also written for Minyanville.com and has been quoted in numerous publications, including the Wall Street Journal [1]
BAWAG Group: Moody’s affirms ratings and changes outlook from stable to positive
Globenewswire· 2025-05-21 20:00
VIENNA, Austria – May 21, 2025 – Today, Moody’s announced that it affirms the ratings of BAWAG P.S.K. and changed the outlook on the long-term deposit, senior unsecured, and long-term issuer ratings from stable to positive. The positive outlook is a reflection of our to-be integrated recent acquisitions which show a steady business performance and could result in a sustainably improved financial profile. The release of Moody's is available on our website https://www.bawaggroup.com. David O’Leary, Chief Risk ...
Kirin Holdings: Q1 Performance Had Mixed Takeaways
Seeking Alpha· 2025-05-21 16:57
Core Viewpoint - The research service "Asia Value & Moat Stocks" targets value investors looking for Asia-listed stocks that exhibit a significant disparity between market price and intrinsic value, focusing on deep value balance sheet bargains and wide moat stocks [1] Group 1: Investment Focus - The service emphasizes deep value balance sheet bargains, which include 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 a discount, including high-quality businesses and hidden champions [1] Group 2: Market Emphasis - The primary focus of the investment ideas is on the Hong Kong market, providing a range of watch lists with monthly updates for investors [1]
Rayonier: A Buy On Potential Tariff Tailwinds And Capital Management Upside
Seeking Alpha· 2025-05-21 05:01
Core Viewpoint - The research service "Asia Value & Moat Stocks" targets value investors looking for Asia-listed stocks that exhibit a significant disparity between market price and intrinsic value, focusing on deep value balance sheet bargains and wide moat stocks [1] Group 1: Investment Focus - The service emphasizes deep value balance sheet bargains, which include 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 a discount, including high-quality businesses and hidden champions [1] Group 2: Market Emphasis - The primary focus of the investment ideas is on the Hong Kong market, providing a range of watch lists with monthly updates for investors [1]
10年后,国内二三十层的高层住宅,不得不面临的很真实3大难题!
Sou Hu Cai Jing· 2025-05-17 05:31
这么一看,楼市供大于求那是明摆着的事儿。那为啥这么多房子呢?还不是因为高层住宅建得多。为啥 建高层住宅?还不是因为土地资源有限,得往高了盖才能解决更多人的住房问题。再加上高层住宅外观 大气、绿化率高,还有物业服务,一推出就火得不行,开发商们自然就纷纷加入高层住宅建设大军了。 可是,小编得说,高层住宅的问题,也是随着时间的推移慢慢暴露出来的。比如说,公摊面积大,常常 达到25%到30%,购房者根本没法衡量,开发商说多少就是多少,这让不少购房者觉得不公平,觉得自 己花了冤枉钱。高层住宅人口密集,居住环境嘈杂,现在人们生活水平提高了,对居住环境的要求也高 了,人口密度大反而成了缺点,很多人因此选择搬离高层住宅。 10年后,国内二三十层的高层住宅,将不得不面临的很真实3大难题! 今天来聊聊楼市那点事儿。最近中央政治局会议可是给楼市定了个调,说咱们房地产市场的供需关系, 已经发生了重大变化,得适时调整优化政策了。那这重大变化到底是啥呢?楼毒舌来给大家扒一扒。 首先啊,咱们得看看数据。央行说啊,到2019年,咱们城镇居民的住房拥有率已经高达96%了,平均每 家都有1.5套房,超过40%的家庭甚至有2套以上。国家统计局也说 ...
EVS Q1 2025 business update
Globenewswire· 2025-05-16 16:30
EVS Q1 2025 business update Despite increasing economic uncertainty, EVS remains cautiously optimistic for 2025 Liège, Belgium | May 16, 2025 We begin the year 2025 reporting a first quarter slightly below our expectations, primarily due to the deferral of certain customer deliveries from March to April. This timing-related impact does not alter the underlying business momentum. Customer demand remains robust across all regions, providing continued confidence in our full-year guidance. We remain cautiously ...
Basel Medical Group Ltd Kicks Off US$ 1.0 Billion Bitcoin (BTC) Acquisition Strategy Move
Globenewswire· 2025-05-16 13:20
Singapore, May 16, 2025 (GLOBE NEWSWIRE) -- Basel Medical Group Ltd (Nasdaq: BMGL or the “Company”), today announced that it has begun exclusive negotiations for a US$1 billion BTC acquisition that will diversify its treasury reserves to a very large extent, while maintaining its core focus on medical services expansion. This is a major strategic financial initiative to strengthen its balance sheet and support its aggressive expansion across Asia’s high-growth healthcare markets. Strategic Financial Restruc ...