Asia Consumer Research, Investory

Devi Subhakesan

Asia Consumer Research

ASIA CONSUMER: INSIGHTS AND INVESTMENT IDEAS

Investory

Investory is a Singapore-based boutique independent equity research firm founded in January 2017 with a primary focus on consumption themes across Asia-Pacific.

We aim to generate investible ideas based on consumption trends and outlook. We screen our ideas on several parameters - product potential, long-term growth and management commitment being the most critical.  We follow a fundamental analysis approach in our stock selection process and are not restricted by market cap.

We aspire to grow into a leading source of unbiased research, free of conflict of interest, for investors yearning for independent and disciplined analysis. 

We also undertake bespoke research mandates to support our Institutional clients’ investment needs.

Our team comprises of professionals with extensive experience in the Asian equity markets, in areas ranging from research, servicing institutional clients and investment management.

Equity Capital Markets

Flipkart Online Services / Equity Capital Markets

In this insight, we discuss (1) the likely catalysts triggering <a href="https://www.smartkarma.com/entities/flipkart-online-services-private-limited" target="_blank" data-smartkarma-citation="entities:31076:1" rel="noopener">Flipkart Online Services </a> (Flipkart) going public, (2) a quick primer on Flipkart and its multiple business verticals, (3) the listed players/peers that may potentially be impacted by Flipkart's listing. <a href="https://www.smartkarma.com/entities/flipkart-online-services-private-limited" target="_blank" data-smartkarma-citation="entities:31076:1" rel="noopener">Flipkart Online Services (Flipkart)</a>'s upcoming IPO will offer investors an opportunity to take direct exposure in India's fast-growing eCommerce segment. Flipkart is a pureplay India eCommerce and related services (digital payments, logistics) company with a dominant presence across multiple verticals. Flipkart's listing could be a test of investor appetite and valuation potential for India based eComm players and may pave the way for other players to go public.

In this insight, we discuss (1) the likely catalysts triggering Flipkart Online Services  (Flipkart) going public, (2) a quick primer on Flipkart and its multiple business verticals, (3) the listed players/peers that may potentially be impacted by Flipkart's listing. Flipkart Online Services (Flipkart)'s upcoming IPO will offer investors an opportunity to take direct exposure in India's fast-growing eCommerce segment. Flipkart is a pureplay India eCommerce and related services (digital payments, logistics) company with a dominant presence across multiple verticals. Flipkart's listing could be a test of investor appetite and valuation potential for India based eComm players and may pave the way for other players to go public. 

Flipkart's IPO in the Works - All You Need to Know for Now

Equity Analyst, LightStream Research

Oshadhi Kumarasiri

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

According to multiple sources, <a href="https://www.smartkarma.com/entities/walmart-inc" target="_blank" data-smartkarma-citation="entities:11134:1" rel="noopener">Walmart (WMT US)</a> has hired Goldman Sachs to explore the sale of about 25% of <a href="https://www.smartkarma.com/entities/flipkart-online-services-private-limited" target="_blank" data-smartkarma-citation="entities:31076:1" rel="noopener">Flipkart Online Services (1398508D IN)</a> shares through a US IPO of approximately $10 billion. If successful, Flipkart IPO will be the largest initial offering by an Indian company on an overseas exchange.

According to multiple sources, Walmart (WMT US) has hired Goldman Sachs to explore the sale of about 25% of Flipkart Online Services (1398508D IN) shares through a US IPO of approximately $10 billion. If successful, Flipkart IPO will be the largest initial offering by an Indian company on an overseas exchange.

Flipkart IPO Preview: Profitability an Uphill Battle

India

Flipkart Online Services Private Limited owns and operates e-commerce website. The Company provides books, movies, music, games, consoles, televisions, mobiles, digital cameras, computers, network components, software, peripherals, apparel, shoes, and kitchen appliances. Flipkart Online Services serves customers in India.

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Flipkart Online Services (1398508D IN)

Flipkart's IPO in the Works - All You Need to Know for Now

Read for Likely catalysts triggering Flipkart's IPO, a quick primer on Flipkart and its multiple business verticals, the listed players/peers that...

Devi Subhakesan

Flipkart IPO Preview: Profitability an Uphill Battle

Walmart has hired Goldman Sachs to explore the sale of about 25% of Flipkart shares through a US IPO of approximately $10 billion. If successful,...

Oshadhi Kumarasiri

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52-week Range

Market Cap (USDm)

P/E

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