Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria,CFA

Sreemant Dudhoria is a CFA Charterholder with 15 years of experience in equity research and information technology. He is also a SEBI-registered Research Analyst (Registration Number: INH000016861). His focus is on analyzing companies with bottom-up specific triggers. Previously, he has worked with Unifi Capital and Infosys Technologies Limited.

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/aisin-corp" target="_blank" data-smartkarma-citation="entities:11809:1" rel="noopener">Aisin (7259 JP)</a> has been taking series of measures to enhance shareholder returns through product portfolio revamp, moving towards reduced cross holdings and balance sheet optimization.</li>
<li>In this insight, we discuss the status of this journey towards better corporate governance as we term it = "Marching towards Nirvana"</li>
<li>We finally discuss our outlook, valuation and key risks towards attaining the stated goals of the company.</li>
</ul>



Aisin (7259 JP) has been taking series of measures to enhance shareholder returns through product portfolio revamp, moving towards reduced cross holdings and balance sheet optimization.
In this insight, we discuss the status of this journey towards better corporate governance as we term it = "Marching towards Nirvana"
We finally discuss our outlook, valuation and key risks towards attaining the stated goals of the company.


Aisin(7259 JP)-Marching Towards Nirvana: Product Portfolio Revamp, Zero Cross-Holdings & ROIC Uplift