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Hesai: Positive Industry And Corporate Developments
Seeking Alpha· 2026-01-09 15:42
Core Insights - The article discusses the Asia Value & Moat Stocks research service, which targets value investors looking for significant discrepancies between stock prices and intrinsic values, focusing on deep value balance sheet bargains and wide moat stocks [1] Group 1: Investment Strategy - The service emphasizes investing in stocks that are undervalued, such as net cash stocks, net-nets, low price-to-book (P/B) stocks, and those with sum-of-the-parts discounts [1] - It also highlights the importance of wide moat stocks, which are characterized by strong earnings power at discounted prices, including high-quality businesses and hidden champions [1] Group 2: Market Focus - The research service specializes in the Asian equity market, particularly the Hong Kong market, leveraging over a decade of experience in both buy and sell sides [1] - Monthly updates and watch lists are provided to keep investors informed about potential investment opportunities [1]
Kingsoft Cloud: Revenue Beat And Favorable Outlook Support A Buy
Seeking Alpha· 2025-08-25 08:26
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]