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

Midea Group(300 HK): Upcoming Spin-Off & IPO of 'Annto',Ongoing and Proposed Buyback, Strong Outlook

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>Firing on All Cylinders :</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> delivered robust 15.7% YoY revenue growth and 25% profit increase in H1 2025, driven by strong domestic demand and overseas expansion.</li>
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<strong>Disciplined Execution</strong> : Smart Home remained the largest contributor, while Energy Solutions and Intelligent Building Technology delivered fastest growth; overseas revenue rose 17.7% YoY, now 42.5% of group sales.</li>
<li>Available at compelling valuation of 13.7x P/E (FY25e), Midea emphasizes R&amp;D leadership, digital transformation, and green solutions to sustain long-term growth.</li>
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Firing on All Cylinders :Midea Group (300 HK) delivered robust 15.7% YoY revenue growth and 25% profit increase in H1 2025, driven by strong domestic demand and overseas expansion.

Disciplined Execution : Smart Home remained the largest contributor, while Energy Solutions and Intelligent Building Technology delivered fastest growth; overseas revenue rose 17.7% YoY, now 42.5% of group sales.
Available at compelling valuation of 13.7x P/E (FY25e), Midea emphasizes R&amp;D leadership, digital transformation, and green solutions to sustain long-term growth.


美的集団（300香港ドル） - 全力で取り組む。既存事業と新興事業の両方で規律ある実行力を発揮