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

Rohm Co Ltd(6963 JP): Advancing from Breakdown to Breakthrough; Strong Outlook for Q2

Rohm Co Ltd(6963 JP): Wake-Up Call After a Difficult Year, Reforms to Improve Profitability 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

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<a href="https://www.smartkarma.com/entities/rohm-co-ltd" target="_blank" data-smartkarma-citation="entities:2953:1" rel="noopener">ROHM Co Ltd (6963 JP)</a> 's strong performance in H1 FY25 is overshadowed by weak guidance for H2 FY25.</li>
<li>We expect H2 FY25 to be a pause in the structural reform journey, and the details are discussed in this insight.</li>
<li>Trading at just 0.8x P/B, we continue to like the name and remain optimistic about the second Mid-Term Management Plan; details are shared in this insight.</li>
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ROHM Co Ltd (6963 JP) 's strong performance in H1 FY25 is overshadowed by weak guidance for H2 FY25.
We expect H2 FY25 to be a pause in the structural reform journey, and the details are discussed in this insight.
Trading at just 0.8x P/B, we continue to like the name and remain optimistic about the second Mid-Term Management Plan; details are shared in this insight.


Rohm Co Ltd(6963 JP): H2 Likely a Pause in the Journey; Bigger Milestones Ahead