Investment Research - Asia Consumer Sector, Investory

Devi Subhakesan

Investment Research - Asia Consumer Sector

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 Bottom-Up

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<a href="https://www.smartkarma.com/entities/my-food-bag-group-ltd" target="_blank" data-smartkarma-citation="entities:32999:1" rel="noopener">My Food Bag Group Ltd</a>, one of the leading meal-kit players in New Zealand appears well-positioned to ride segment growth. It has forayed into online retail of select grocery too.</li>
<li>COVID-Led restrictions and consequent shifts in lifestyle including work-from-home and home-based learning have been strong tailwinds for sector growth across developed markets.</li>
<li>The company trades at relatively muted earnings multiples vis-a-vis global peers, despite growth in profit guidance in FY22 and the company's track record of profitability.</li>
</ul>



My Food Bag Group Ltd, one of the leading meal-kit players in New Zealand appears well-positioned to ride segment growth. It has forayed into online retail of select grocery too.
COVID-Led restrictions and consequent shifts in lifestyle including work-from-home and home-based learning have been strong tailwinds for sector growth across developed markets.
The company trades at relatively muted earnings multiples vis-a-vis global peers, despite growth in profit guidance in FY22 and the company's track record of profitability.


My Food Bag Group (MFB NZ): Meal Kits and More

Germany

HelloFresh SE provides online food services. The Company offers a subscription service in which customers receive a weekly box of recipes and meal ideas. HelloFresh also provides ice packs, plastic packaging, meat packing, insulation materials, and other related products. HelloFresh serves customers worldwide.

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HelloFresh (HFG GR)

My Food Bag Group (MFB NZ): Meal Kits and More

Leading NZ-based meal-kit player now expands to online retail of select grocery. Trades at relatively muted valuations vs peers despite a strong...

Devi Subhakesan

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