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Shortlist Of High Conviction Ideas Across China, Japan, India - August 2025
962 Views30 Aug 2025 06:18
Top stock picks in China, Japan, and India based on bottom-up triggers in each company, incl Chow Tai Fook Jewellery, Midea Group, Denso Corp, ROHM, Mahindra & Mahindra, Ashok Leyland, TVS Motor.
What is covered in the Full Insight:
- Introduction to High Conviction Ideas
- China: Detailed Analysis of Key Picks
- Japan: Stock Selection Based on Triggers
- India: Top Picks in Auto Sector
- Conclusion and Investment Guidance
Boomeranged on Mon, 1 Sep 2025 12:43
Here is an update on Midea Group recent results announced on 29Aug, which we missed in the note. For the first six months ended 30 June 2025, company reported total revenue of RMB252.3 billion, a 15.7% increase year-on-year, and overall profit for the year increased by 26.0% to RMB26.6 billion, with the profit margin improving from 9.7% to 10.6%.
SUMMARY
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Full Insight
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