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

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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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<strong>The Secret Sauce:</strong><a href="https://www.smartkarma.com/entities/midea-group-co-ltd" target="_blank" data-smartkarma-citation="entities:43993:1" rel="noopener">Midea Group (300 HK)</a> is scaling globally through faster overseas growth, deeper localization, and stronger Original Brand Manufacture (OBM) execution across core markets.</li>
<li>Its technology leadership and steady R&amp;D investment are driving premiumization, product upgrades, and expansion into building, industrial, and robotics businesses.</li>
<li>Available at compelling valuation of 12.5x P/E (FY26e), we continue to like <a href="https://www.smartkarma.com/entities/midea-group-co-ltd-a" target="_blank" data-smartkarma-citation="entities:16185:1" rel="noopener">Midea Group Co Ltd A (000333 CH)</a> for its disciplined execution in both legacy and emerging business lines.</li>
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The Secret Sauce:Midea Group (300 HK) is scaling globally through faster overseas growth, deeper localization, and stronger Original Brand Manufacture (OBM) execution across core markets.
Its technology leadership and steady R&amp;D investment are driving premiumization, product upgrades, and expansion into building, industrial, and robotics businesses.
Available at compelling valuation of 12.5x P/E (FY26e), we continue to like Midea Group Co Ltd A (000333 CH) for its disciplined execution in both legacy and emerging business lines.


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