Haier

Few electronics players in Asia Pacific match the executional depth of Haier. From Qingdao, the group manages a workforce of approximately 100k and generates close to $40B in revenue, while steadily widening the gap with regional peers.

Digital reinvention is no longer a marketing line: it is reshaping unit economics across customer acquisition, supply chain and after-sales.

“Haier is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

The outlook remains constructive: order books, hiring patterns and capex guidance all point to a multi-year expansion phase.