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iHuman: Undervalued With Geographical Expansion Upside (NYSE:IH)
Seeking Alpha· 2025-11-25 18:34
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 18:34
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 ...
Hitachi: Mixed Bag Of Earnigns, Some Patience Required
Seeking Alpha· 2025-09-01 20:52
Former buy-side equity analyst covering Asia Pacific equities with a decade of experience under my belt. I employ a fundamental bottom-up approach with a macroeconomic overlay to identify stocks that are set to benefit from broader trends globally. I focus mainly on Financials, Industrials and Consumer Discretionary sectors. I started writing on Seeking Alpha to share my thoughts and shine a light on Asian equities listed in US markets. Asian equities (ex-China) are often times overlooked and under-allocate ...
Fast Retailing: Solid Earnings And Future Outlook - Buy
Seeking Alpha· 2025-06-05 18:47
分析师背景 - 拥有10年亚太股票买方分析师经验 采用基本面自下而上分析方法并结合宏观经济视角筛选受益于全球趋势的个股 [1] - 主要覆盖金融 工业和可选消费三大行业 重点关注在美国市场上市的亚洲股票 [1] - 亚洲股票(除中国外)在投资组合中常被忽视和低配 希望通过研究拓展投资者的可选范围 [1] 研究特点 - 专注于发掘被市场低估的亚洲上市公司投资机会 尤其关注美股上市的亚洲企业 [1] - 研究框架结合个股基本面分析与宏观趋势判断 形成综合性投资视角 [1] - 研究领域聚焦三大行业:金融板块 工业板块 以及可选消费板块 [1]