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 ...

There are some stocks you keep watching because something about them feels unfinished. DXC Technology Company (NYSE: DXC ) has been one of those, and if you'd told me back in June that I'd still be looking atI’m Emmanuel Onwusah—a financial analyst, writer, and recovering engineer. I hold FMVA® and BIDA® certifications from the Corporate Finance Institute, and I spend most of my time creating pitch decks, building models, analyzing companies, and trying to make sense of where value meets narrative. My backg ...

Benchmark Sensex dropped nearly 119 points while Nifty snapped its eight-day winning run in a volatile trade on Monday due to profit-taking in IT and auto shares ahead of the US Fed policy meeting.Photograph: Francis Mascarenhas/ReutersEnding its five-day rally, the 30-share BSE Sensex declined by 118.96 points or 0.15 per cent to settle at 81,785.74.During the day, it hit a high of 81,998.51 and a low of 81,744.70.The 50-share NSE Nifty settled lower by 44.80 points or 0.18 per cent to 25,069.20, halting i ...

Sword Group continues its M&A strategy and announces the acquisition of Bubble Go. Bubble Go, headquartered in Geneva with a nearshore platform in Lisbon, is specialised in high value-added IT services. Bubble Go generated revenue of CHF6.1 million in 2024 and is forecasting revenue of CHF7 million in 2026, while maintaining profitability in line with Group standards. Bubble Go operates primarily in the private banking and luxury sectors. The company has more than 70 employees. The Portuguese entity will en ...

During the week, the BSE benchmark surged 1,193.94 points or 1.47 per cent, boosting the wealth of blue-chip companies.From the top-10 pack, Bajaj Finance was the standout performer, with its valuation climbing Rs 40,788.38 crore to Rs 6,24,239.65 crore. Infosys followed with a gain of Rs 33,736.83 crore, taking its market capitalisation to Rs 6,33,773.30 crore.Tata Consultancy Services added Rs 30,970.83 crore, pushing its valuation to Rs 11,33,926.72 crore, while Reliance Industries’ mcap advanced Rs 27,7 ...

IPO市场趋势 - IPO市场开始复苏 成功上市案例增多 可能鼓励更多私营公司公开上市 [1] - 2025年已有两家IPO首日涨幅超过150% 分别为Figma和Circle 而过去十年仅约12例达到此涨幅水平 [2] - 公司选择保守定价以确保成功上市 并购市场表现强劲 市场对软着陆预期明确 [2] 人工智能投资周期 - AI繁荣可能处于中期阶段而非初期 类比1990年代末互联网繁荣需先建设基础设施 [1] - 当前AI资本支出可能高于1990年代 类似互联网时代光纤电缆等基础设施铺设 [1] 股票筛选方法论 - 筛选近五年上市股票 选择截至9月12日上涨潜力超25%的10支股票 [5] - 按上涨潜力升序排列 包含2025年第二季度对冲基金持仓数据 [5] - 通过对冲基金持仓策略可超越市场表现 自2014年5月以来策略回报达373.4% 超越基准218个百分点 [6] Kyndryl控股公司 - 与WPP旗下VML达成全球合作 结合AI数据和现代基础设施重塑客户体验 [8] - 合作整合Kyndryl Consult和VML体验转型专长 推动可扩展AI解决方案落地 [9] - 在金融服务领域应用AI代理实现个性化银行 零售业通过AI增强全渠道商务 [10] - 截至9月12日上涨潜力40.85% 获36家对冲基金持有 [7] Cava集团 - Argus维持买入评级但目标价从110美元下调至76美元 因同店销售增长预期调整 [11] - 2025年第二季度营收2.782亿美元 同比增长20.3% 调整后EBITDA达4210万美元增长22.6% [12] - 净利润1840万美元 餐厅级利润率26.3% 新开16家餐厅总数达398家 [12] - 运用Hyphen系统和AI视觉技术提升运营效率 品牌健康评分持续改善 [13] - 截至9月12日上涨潜力41.20% 获41家对冲基金持有 [11]

核心财务表现 - 2025年上半年营业收入78.65亿元，同比增长12% [3] - 归属于母公司净利润1521万元，同比增长41% [3] - 新签约订单94.76亿元，同比增长98% [3] - 已签未销订单104.41亿元，同比增长27% [3] 分业务收入结构 - 大数据产品及解决方案收入14.3亿元，同比增长12% [3] - 软件及运营服务收入24.48亿元，同比增长13% [3] - 信创及传统服务收入39.87亿元，同比增长11% [3] 技术研发投入 - 研发费用投入3.05亿元 [8] - 主导或参编国家、行业及团体标准187项（77项已发布） [8] - 累计拥有软件著作权及专利等知识产权3290项 [8] AI技术应用成效 - 智慧供应链仓库管理整体效能提升30% [6] - 政务办事领域AI解答精准度超95% [11] - 市县乡村四级政务服务网办率达62% [11] - 金融科技服务金融机构超2000家 [9] 生态合作建设 - 与北京大学共建"燕云Infinity智能化软件联合实验室" [17] - 与华为、腾讯云发起AIGC大模型金融生态体系 [17] - 与顺丰速运、德邦快递深化物流场景合作 [17] - 与北京交通大学合作成立"数据智能研究院" [17] 行业背景与发展 - 2024年中国人工智能核心产业规模突破7000亿元 [14] - 预计2030年核心产业规模超1万亿元，带动相关产业超10万亿元 [19] - 国家规划2027年智能终端、智能体应用普及率超70% [15]

Markets on Friday cheered Infosys Ltd’s ₹18,000-crore share repurchase plan, a playbook analysts expect India’s top IT services firms to borrow to shore up investor confidence while they catch up with artificial intelligence and other new-age technologies. Infosys shares ended the day’s 1% higher on NSE, a day after it announced its fifth share buyback since its first in 2017. But the company’s spending report card raises an important question: Is India’s second-largest information technology services vend ...

核心观点 - 凯捷公司推出AI驱动的Outcome IQ平台 为2025年莱德杯提供实时生成式AI洞察 通过动态概率计算和比赛分析提升球迷观赛体验 [1][3][4] 技术特性 - 平台实时解析逐杆比赛数据 结合历史球员表现(近50场赛事数据)及球洞特性、球员配对等因素 在球停稳瞬间生成概率和洞察 [2][3] - 系统每次处理高达1.7亿种可能性组合 动态生成实时概率和"假设"情景模拟 [4] - 2023年莱德杯期间实时追踪超4000次击球 2025年版本可同时处理360个洞察点 实现近实时评论分析 [3] 数据基础 - 整合近50年莱德杯历史比赛数据 包含球员档案、特定球洞特征及团队配对信息 [3] - 采用公司自主研发的代理AI系统 提供情境感知的动态洞察 [1] 应用场景 - 通过推送通知、微件和评论方式向媒体分析师提供定制化洞察 适用于广播、数字和社交渠道 [2][6] - 在莱德杯官方应用程序、社交媒体、直播信号和现场屏幕等多渠道实时呈现 [6] - 帮助评论团队讲述更具吸引力的赛事故事 增强全球数百万观众的观赛体验 [4][6] 市场背景 - 公司全球研究报告显示 超半数体育迷正采用AI或生成式AI获取个性化内容体验 [6] - 凯捷是莱德杯全球合作伙伴 合作将持续至2027年爱尔兰利默里克郡赛事 [7] 公司实力 - 全球拥有35万名团队成员 业务覆盖50多个国家 [8] - 2024年全球营收达221亿欧元 具备55年以上行业经验 [8] - 在人工智能、生成式AI、云计算和数据领域拥有市场领先的技术能力 [8]

Equity benchmark indices Sensex and Nifty climbed in early trade on Friday in-tandem with a global market rally amid rising hopes that the US Federal Reserve will cut interest rates next week.The 30-share BSE Sensex climbed 287.93 points to 81,836.66 in early trade. The 50-share NSE Nifty rallied 84.25 points to 25,089.75.From the Sensex firms, Infosys climbed 1.50 per cent after the IT services giant said its board has approved the company’s largest-ever share buyback programme worth ₹18,000 crore.Tata Mot ...