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Asia Ex Japan; Technology and Consumption.

Rohinee Sharma

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

Meta Platforms (Facebook) / Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/665" target="_blank" data-smartkarma-citation="entities:665:1">Facebook Inc A (FB US)</a> aspires to create a Weixin similar on a global scale, with the potential to also encompass a digital identity. But how will they do it? 
What is Project Libra? and What Do we Really Know about it? 
Does the rationale for building a cryptocurrency sound credible? 
Who are the people involved? Quite a few interesting hires. But what are they building?
What could be the rationale for the need to raise USD 1bn in Funding for Project Libra ?

Facebook Inc A (FB US) aspires to create a Weixin similar on a global scale, with the potential to also encompass a digital identity. But how will they do it? 
What is Project Libra? and What Do we Really Know about it? 
Does the rationale for building a cryptocurrency sound credible? 
Who are the people involved? Quite a few interesting hires. But what are they building?
What could be the rationale for the need to raise USD 1bn in Funding for Project Libra ? 

Bits and Bytes: Facebook's Project Libra.