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iHuman: Undervalued With Geographical Expansion Upside (NYSE:IH)
Seeking Alpha· 2025-11-25 10:34
Editor's note: Seeking Alpha is proud to welcome Michael Ting as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I am a specialist in Asian equities after having been a sellside analyst for 13 years. I have covered the casino, automotive, industrial, consumer and technology sectors in Asia. I have also worked on the buyside as a fund manager in long only ...
iHuman: Undervalued With Geographical Expansion Upside
Seeking Alpha· 2025-11-25 10:34
Core Insights - The article introduces Michael Ting as a new contributing analyst specializing in Asian equities, emphasizing his extensive experience in various sectors including casino, automotive, industrial, consumer, and technology [2]. Group 1: Analyst Background - Michael Ting has 13 years of experience as a sell-side analyst and has also worked on the buy-side as a fund manager and analyst, focusing on Asian equities [2]. - His expertise includes a deep understanding of Asian companies and economies, particularly in China, with a focus on identifying companies with strong business fundamentals despite inherent risks [2]. - Ting has a track record of uncovering small-cap companies that have significantly increased in equity value, highlighting his ability to identify investment opportunities [2]. Group 2: Investment Philosophy - The analyst aims to assist investors in making informed decisions regarding Asian equities by focusing on fundamental analysis rather than momentum trading [2]. - He emphasizes the importance of examining key financial metrics, assessing balance sheet strength, and analyzing competitive advantages to identify companies lacking proper investment merit [2]. - The article also notes the prevalence of scams in Chinese small-cap companies, indicating a need for careful scrutiny to avoid share price manipulation [2].
Hitachi: Mixed Bag Of Earnigns, Some Patience Required
Seeking Alpha· 2025-09-01 12:52
Group 1 - The article emphasizes the importance of Asian equities (excluding China) in investment portfolios, highlighting that they are often overlooked and under-allocated by investors [1] - The author employs a fundamental bottom-up approach combined with macroeconomic analysis to identify stocks poised to benefit from global trends, focusing on the Financials, Industrials, and Consumer Discretionary sectors [1] - The intention of the article is to expand the investment universe for readers by providing insights into Asian equities listed in US markets [1]
Fast Retailing: Solid Earnings And Future Outlook - Buy
Seeking Alpha· 2025-06-05 10:47
Group 1 - The article emphasizes the importance of Asian equities (excluding China) in investment portfolios, highlighting that they are often overlooked and under-allocated by investors [1] - The author employs a fundamental bottom-up approach combined with macroeconomic analysis to identify stocks poised to benefit from global trends, focusing on the Financials, Industrials, and Consumer Discretionary sectors [1] - The intention behind writing on Seeking Alpha is to share insights and expand the investment universe for readers interested in Asian equities listed in US markets [1]