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Good day and welcome to the Demark Analytics channel. Today we're diving into four Asian stocks that we hold long-term. Mitsubishi Electric, Hitachi, Alibaba, and Xiaomi. These companies represent industrial strength, digital innovation, and consumer reach across Asia. Let's break down what they do, their deals, financials, performance, and why they complement each other in our portfolio.
To begin, we would like to note that this is not financial advice, nor is it claiming that you should invest in stocks or ETFs mentioned in this video or in the stock market as a whole. We are merely speaking about some good choices that we have personally invested in based on the current and historical numbers, company financials, and understanding what each company does and how investing in such stocks complements our other holdings rather than introducing redundancy or overconentration.
The first stock in today's video is a Japanese stock, Mitsubishi Electric, M I E L Y. What they do? A diversified Japanese industrial giant in factory automation, energy systems, semiconductors, elevators, HVAC, and defense tech. Recent deals, acquisition of AG Melco elevator, joint venture with Bitszer for HVAC compressors, new HVIGBT power modules for EVs, joint development deal with Taiwan's ITRI on high-capacity power conversion systems, and partnership with JICA and Hank on Manila Rail Energy Project.
Financials. Market cap $59 billion. Revenue $ 38 billion. Net income $2.7 billion. PE 22. Dividend yield 0.66%. Performance stock up 71% YTD outperforming Nikai. Mitsubishi Electric has a revenue growth rate forward of 30.52%, gross profit margin of 31.16%, an Altman Zed score of 3.77, revenue of $37.94 billion with negative debt.
Narrative positioned at the intersection of automation, electrification, and infrastructure modernization. The second stock is also a Japanese stock. The industrial conglomerate Hitachi. HT hiy. What they do? A Japanese conglomerate spanning digital systems, green energy, rail, industrial machinery and IT services.
Recent deals. Partnership with Open AI for AI infrastructure. Collaboration with Google Cloud for AI agents and NVIDIA integration in rail systems. Financials market cap $137 billion revenue $68 billion net income $5.4 billion PE 25 dividend yield 1% performance strong earnings growth EPS up over 100% Y or we Hitachi has a revenue growth rate forward of 85.97% gross profit margin of 29.46% revenue of $67.80 800 billion with negative debt.
Narrative, a social innovation company driving AI, energy transition and smart. The third stock is Chinese Alibaba, BABA. What they do? China's e-commerce and cloud leader with platforms like Taoba, T-OL, AliExpress, and Alibaba Cloud. Recent deals. Landmark AI chip partnership with China Unicom for a $390 million data center, positioning Alibaba as a domestic AI hardware supplier.
Financials FY2025 revenue $137 billion. Net income $17.8 billion. Performance stock $158. Recent rally fueled by AI chip momentum. Alibaba has a gross profit margin of 41.17% $18.15 billion of cash from operations revenue of 142.16 billion with negative debt narrative. Beyond e-commerce, Alibaba is becoming a critical AI and cloud infrastructure player in China.
The fourth and final stock is Chinese Xiaomi Xia. What they do? Consumer electronics powerhouse in smartphones, IoT devices, wearables, smart TVs, and now EVs. Recent initiatives, expansion into smart EV manufacturing, continued dominance in IoT ecosystems, and global retail expansion. Financials, market cap, $70 billion plus, revenue, $50 billion range, strong growth in IoT and EV segments.
performance stock $27 up 2% recently. Xiaomi has a revenue growth rate forward of 30.22% gross profit margin of 22.23% an Altman Zed score of 3.80 revenue of 63.12 billion with negative debt narrative. A hybrid of consumer tech and industrial innovation bridging hardware, software and services. Why they complement each other?
Industrial backbone Mitsubishi Electric plus Hitachi anchor the portfolio in automation, electrification and infrastructure. Digital scale Alibaba provides exposure to China's e-commerce and cloud ecosystem now expanding into AI hardware. Consumer reach Xiaomi captures the fast growing middleclass demand for affordable tech and IoT with EVs as a future growth driver.
portfolio synergy together they balance income stability Mitsubishi Hitachi with growth potential Alibaba Xiaomi while aligning with mega trends like AI automation and electrification in closing these four Asian stocks give us diversified exposure across industrials digital infrastructure and consumer tech just standalone plays they complement each other and strengthen our portfolio's resilience against global shifts if you enjoyed this brief quick breakdown.
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