AAS - Ticker AI Digest

AAS 13:06

Abrdn Asia Focus PLC

Director/PDMR Shareholding

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AAS 15:57

Abrdn Asia Focus PLC

Director/PDMR Shareholding

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AAS 06:01

Abrdn Asia Focus PLC

Annual Financial Report

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**Summary of Aberdeen Asia Focus PLCs Annual Financial Report for the Year Ended 31 July 2025**

**Overview**

Aberdeen Asia Focus PLC (formerly abrdn Asia Focus plc) reported strong full-year results for the period ended 31 July 2025, marking its 30th anniversary and entry into the FTSE 250 Index in June 2025. The company, which invests in a diversified portfolio of smaller Asian companies with strong growth prospects, delivered robust performance despite market volatility.

**Key Financial Highlights**

**Net Assets**Increased to £558.6 million from £502.3 million in 2024.

**NAV Total Return**+20.3% (vs. +7.9% in 2024).

**Share Price Total Return**+26.6% (vs. +8.8% in 2024).

**Benchmark Performance**MSCI AC Asia ex Japan Small Cap Index returned +7.6%.

**Dividends**Four interim dividends declared, totaling 6.43p per share (yield of 1.8% based on a share price of 363p).

**FTSE 250 Entry**Joined the FTSE 250 in June 2025.

**Portfolio Performance**

The companys outperformance was driven by strong stock selection, particularly in holdings like

**Precision Tsugami China**Benefited from earnings improvements and robotics/AI orders.

**Choma ATE and Taiwan Union Technology**: Share prices rose 90.8% and 56.5%, respectively, in the technology sector.

**Bharti Hexacom (India)**Demonstrated strong earnings defensiveness and revenue growth.

**Korea Shipbuilding & Offshore Engineering and Hyundai Marine Solution (South Korea)**: Performed well due to a robust sector outlook.

**Strategic Initiatives**

**Gearing**Net gearing stood at 10.2% (vs. 10.4% in 2024) after refinancing activities.

**Share Buybacks**Bought back 17.9 million shares (11.6% of issued capital) to enhance liquidity and limit share price volatility, reducing the discount to NAV to 10.1% from 14.3%.

**Cost Management**Ongoing charges ratio remained low at 0.91% (vs. 0.89% in 2024).

**Long-Term Performance**

Since inception in 1995, the company has delivered a NAV total return of +2995.6%, equivalent to an annualised return of 12.2%, significantly outpacing the benchmarks 5.1% annualised return.

**Chairs Statement**

Krishna Shanmuganathan highlighted the companys unique approach to portfolio composition, focusing on under-researched smaller Asian companies with strong structural growth drivers. The companys long-term outperformance reflects its ability to identify "hidden gems" in a region with resilient growth drivers like urbanisation, digitalisation, and the green transition.

**Investment Managers Review**

The manager emphasized the portfolios resilience in a volatile environment, driven by exposure to Hong Kong, China, and Taiwan. Key holdings like Precision Tsugami China, NetEase Cloud Music, and Korea Shipbuilding & Offshore Engineering contributed significantly to performance. The manager also highlighted new investments in companies like Classys (South Korea) and Capitaland India Trust, aligning with secular growth trends.

**Outlook**

The company remains confident in the long-term prospects of Asian smaller companies, which are less correlated to global indexes and more aligned with domestic consumption and innovation. The managers on-the-ground presence and focus on quality businesses position the company well to continue delivering sustainable returns.

**Corporate Governance and Sustainability**

The company maintained high standards of corporate governance, with a diverse board (50% female directors) and compliance with the UK Stewardship Code. It also continued to integrate ESG considerations into its investment process.

**Conclusion**

Aberdeen Asia Focus PLC demonstrated strong financial and operational performance in FY 2025, underpinned by its strategic focus on smaller Asian companies and disciplined investment approach. The company is well-positioned to capitalize on Asias long-term growth drivers, offering investors a differentiated and compelling investment proposition.

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AAS 13:06

Abrdn Asia Focus PLC

Director/PDMR Shareholding

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AAS 15:57

Abrdn Asia Focus PLC

Director/PDMR Shareholding

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AAS 06:01

Abrdn Asia Focus PLC

Annual Financial Report

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**Summary of Aberdeen Asia Focus PLCs Annual Financial Report for the Year Ended 31 July 2025**

**Overview**

Aberdeen Asia Focus PLC (formerly abrdn Asia Focus plc) reported strong full-year results for the period ended 31 July 2025, marking its 30th anniversary and entry into the FTSE 250 Index in June 2025. The company, which invests in a diversified portfolio of smaller Asian companies with strong growth prospects, delivered robust performance despite market volatility.

**Key Financial Highlights**

**Net Assets**Increased to £558.6 million from £502.3 million in 2024.

**NAV Total Return**+20.3% (vs. +7.9% in 2024).

**Share Price Total Return**+26.6% (vs. +8.8% in 2024).

**Benchmark Performance**MSCI AC Asia ex Japan Small Cap Index returned +7.6%.

**Dividends**Four interim dividends declared, totaling 6.43p per share (yield of 1.8% based on a share price of 363p).

**FTSE 250 Entry**Joined the FTSE 250 in June 2025.

**Portfolio Performance**

The companys outperformance was driven by strong stock selection, particularly in holdings like

**Precision Tsugami China**Benefited from earnings improvements and robotics/AI orders.

**Choma ATE and Taiwan Union Technology**: Share prices rose 90.8% and 56.5%, respectively, in the technology sector.

**Bharti Hexacom (India)**Demonstrated strong earnings defensiveness and revenue growth.

**Korea Shipbuilding & Offshore Engineering and Hyundai Marine Solution (South Korea)**: Performed well due to a robust sector outlook.

**Strategic Initiatives**

**Gearing**Net gearing stood at 10.2% (vs. 10.4% in 2024) after refinancing activities.

**Share Buybacks**Bought back 17.9 million shares (11.6% of issued capital) to enhance liquidity and limit share price volatility, reducing the discount to NAV to 10.1% from 14.3%.

**Cost Management**Ongoing charges ratio remained low at 0.91% (vs. 0.89% in 2024).

**Long-Term Performance**

Since inception in 1995, the company has delivered a NAV total return of +2995.6%, equivalent to an annualised return of 12.2%, significantly outpacing the benchmarks 5.1% annualised return.

**Chairs Statement**

Krishna Shanmuganathan highlighted the companys unique approach to portfolio composition, focusing on under-researched smaller Asian companies with strong structural growth drivers. The companys long-term outperformance reflects its ability to identify "hidden gems" in a region with resilient growth drivers like urbanisation, digitalisation, and the green transition.

**Investment Managers Review**

The manager emphasized the portfolios resilience in a volatile environment, driven by exposure to Hong Kong, China, and Taiwan. Key holdings like Precision Tsugami China, NetEase Cloud Music, and Korea Shipbuilding & Offshore Engineering contributed significantly to performance. The manager also highlighted new investments in companies like Classys (South Korea) and Capitaland India Trust, aligning with secular growth trends.

**Outlook**

The company remains confident in the long-term prospects of Asian smaller companies, which are less correlated to global indexes and more aligned with domestic consumption and innovation. The managers on-the-ground presence and focus on quality businesses position the company well to continue delivering sustainable returns.

**Corporate Governance and Sustainability**

The company maintained high standards of corporate governance, with a diverse board (50% female directors) and compliance with the UK Stewardship Code. It also continued to integrate ESG considerations into its investment process.

**Conclusion**

Aberdeen Asia Focus PLC demonstrated strong financial and operational performance in FY 2025, underpinned by its strategic focus on smaller Asian companies and disciplined investment approach. The company is well-positioned to capitalize on Asias long-term growth drivers, offering investors a differentiated and compelling investment proposition.

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