Investment Research - Asia Consumer Sector, Investory

Devi Subhakesan

Investment Research - Asia Consumer Sector. 

Equity Research experience of over 20 years. Earlier, Analyst for leading Buy and Sell-side institutions, covering markets in ASEAN, India, and North Asia. Expertise spans various sectors - Consumer Discretionary, Media, Textiles, Oil, Gas, and Coal.
Passionate about mindfulness and meditation.

Investment Research - Asia Consumer Sector

Beyond Meat: McPlant Trial in Europe Is More Important than Impossible's Price Cut

Beyond Meat: Season of News Flow Positives and Quarterly Negatives

Beyond Meat (BYND US): Beaten Down Stock in an Upbeat Segment. What, Now?

Smartkarma Webinar | Beyond Meat: Upbeat Long-Term Outlook

McDonald's Plans to Launch McPlant. What Does It Mean for Beyond Meat (BYND US)?

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

<p>In this note, we discuss how <a href="https://www.smartkarma.com/entities/beyond-meat-inc" target="_blank" data-smartkarma-citation="entities:28065:1" rel="noopener">Beyond Meat (BYND US)'s</a> stock gets an unanticipated stroke of positive lift from a win-win with  <a href="https://www.smartkarma.com/entities/pepsico-inc" target="_blank" data-smartkarma-citation="entities:4967:1" rel="noopener">Pepsico Inc (PEP US)</a> to produce and market plant-based protein snacks and beverages. As consumer brands globally strive to align themselves with the "Better for You and Planet too" value that resonates strongly with younger customers, plant-based foods are clearly in focus. <a href="https://www.smartkarma.com/entities/beyond-meat-inc" target="_blank" data-smartkarma-citation="entities:28065:1" rel="noopener">Beyond Meat (BYND US)</a> with its widely recognized brand presence in plant-based protein is well-positioned to benefit from the rising demand for plant-based foods. </p><p>We believe this deal could help Beyond accelerate growth in the retail segment, thus widen product reach and enhance product visibility. Although operational or financial details of the deal are not available yet, in the note below we look at what it could mean for either parties and surmise that it could be a win-win for both. </p>

In this note, we discuss how Beyond Meat (BYND US)'s stock gets an unanticipated stroke of positive lift from a win-win with  Pepsico Inc (PEP US) to produce and market plant-based protein snacks and beverages. As consumer brands globally strive to align themselves with the "Better for You and Planet too" value that resonates strongly with younger customers, plant-based foods are clearly in focus. Beyond Meat (BYND US) with its widely recognized brand presence in plant-based protein is well-positioned to benefit from the rising demand for plant-based foods. We believe this deal could help Beyond accelerate growth in the retail segment, thus widen product reach and enhance product visibility. Although operational or financial details of the deal are not available yet, in the note below we look at what it could mean for either parties and surmise that it could be a win-win for both. 

Beyond Meat: A Win-Win Deal with PepsiCo to Sell Plant-Based Snacks, Drinks