Asia Consumer Research, Investory

Devi Subhakesan

Asia Consumer Sector Focus. Fundamental Research.

Experience: Equity research analyst with Buy and Sell-side Institutions. ASEAN, India & North Asia Markets. Consumer Discretionary, Media, Textiles, Oil, Gas & Coal sectors. 
Mindfulness and Meditation Enthusiast.

Asia Consumer Research

Asian Sea Corp (ASIAN TB): Spin-Off Listing of Pet Food Likely Intended to Unlock Value.

ASIAN: Strong Profit in 2Q21 Will Continue in 3Q21

Pet Care Sector in Asia: Saga Has Just Started. Opportunities Galore.

Smartkarma Corporate Webinar | Asian Sea: Pet Food and Frozen Sustainable Growth Drivers

ASIAN: Bright Outlook in 2Q21 in All Businesses

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

<a href="https://www.smartkarma.com/entities/asian-sea-corp-pcl" target="_blank" data-smartkarma-citation="entities:19827:1" rel="noopener">Asian Sea Corporation Public Company Limited (ASIAN TB)</a> has delivered a stock return of nearly 140% over the past year as the company's strategy to expand its presence in high growth pet foods and high margin value-added frozen food products business paid off handsomely in terms of margins and profitability. Is there room for more? In this insight, we discuss stock's valuation and rerating potential as well as the company's segment-wise revenue and earnings growth outlook given the significant shift in its product mix since 2020. Asian Sea's management had discussed the company's business outlook/ growth plans during a Smartkarma webinar last month.Key stock upside triggers - earnings and valuation expansion potential. Asian Sea Corp's ongoing growth momentum led by its pet food and Ready-to-Cook/Eat food business could propel the stock from a small-cap play to mid-cap stock, attracting attention from a wider investor base when the stock's market capitalization crosses USD 500 mn.

Asian Sea Corporation Public Company Limited (ASIAN TB) has delivered a stock return of nearly 140% over the past year as the company's strategy to expand its presence in high growth pet foods and high margin value-added frozen food products business paid off handsomely in terms of margins and profitability. Is there room for more? In this insight, we discuss stock's valuation and rerating potential as well as the company's segment-wise revenue and earnings growth outlook given the significant shift in its product mix since 2020. Asian Sea's management had discussed the company's business outlook/ growth plans during a Smartkarma webinar last month.Key stock upside triggers - earnings and valuation expansion potential. Asian Sea Corp's ongoing growth momentum led by its pet food and Ready-to-Cook/Eat food business could propel the stock from a small-cap play to mid-cap stock, attracting attention from a wider investor base when the stock's market capitalization crosses USD 500 mn. 

Asian Sea Corp(ASIAN TB): Riding on Booming Pet Care Sector. Upside Potential