Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Sreemant Dudhoria is a CFA Charterholder with 17 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, company-specific triggers. Previously, he worked with Unifi Capital, where he co-managed assets of about USD 800 million along with the CIO, and prior to that at Infosys Technologies.

Equity Analyst - Fundamental & Thematic

Midea Group (300 HK) - The Secret Sauce : Global Breakthroughs, Tech Innovation & Cost Leadership

Chow Tai Fook (1929 HK) - Signs of Change?

Suzuki Motor (7269 JP): A Year of Two Distinct Halves; FY 2026 May Surpass Management Expectations

Chow Tai Fook (1929 HK) - What Lies Ahead?

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

<ul>
<li>In this Insight, we review our hits and misses across the key Asian geographies of China, Japan and India in H1 CY2026.</li>
<li>We review the our top performing ideas in each geography and key reasons for the stock price movement.</li>
<li>Similarly we review the underperformers in each geography and present the likely reasons for the same.</li>
</ul>


In this Insight, we review our hits and misses across the key Asian geographies of China, Japan and India in H1 CY2026.
We review the our top performing ideas in each geography and key reasons for the stock price movement.
Similarly we review the underperformers in each geography and present the likely reasons for the same.


Bharat Coking Coal Limited (BCCL) (7535956Z IN)

H1 CY2026: A Review of Our Hits and Misses Across Japan, China and India