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

Budweiser APAC (1876 HK): Weak 2Q2024. Premium Beer, Cheap Valuations

Ola Electric IPO: Valuation Analysis. A High-Voltage EV Play

Slower E2Wheeler Sales with Lower Incentives: Ola Makes Lemonade when Market Throws Lemons

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.

Thematic (Sector/Industry)

Mongolia Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Welcome to Consumer Tales &amp; Trends, your weekly roundup of the latest corporate developments, investment reports and sector events in the consumer industry.</li>
<li>
<a href="https://www.smartkarma.com/entities/ola-electric-mobility-pvt-ltd" target="_blank" data-smartkarma-citation="entities:40618:1" rel="noopener">Ola Electric (1700674D IN)</a> 's IPO launch, pricing, valuation and an attempt to peek into its yet undefined future growth in the rapidly expanding EV space.</li>
<li>Alcoholic beverage industry is not really in high spirits post-COVID. Worst could be past for <a href="https://www.smartkarma.com/entities/budweiser-brewing-co-apac-ltd" target="_blank" data-smartkarma-citation="entities:28077:1" rel="noopener">Budweiser Brewing APAC (1876 HK)</a> with likely recovery in premium beers and commodity price tailwinds.</li>
</ul>


Welcome to Consumer Tales &amp; Trends, your weekly roundup of the latest corporate developments, investment reports and sector events in the consumer industry.

Ola Electric (1700674D IN) 's IPO launch, pricing, valuation and an attempt to peek into its yet undefined future growth in the rapidly expanding EV space.
Alcoholic beverage industry is not really in high spirits post-COVID. Worst could be past for Budweiser Brewing APAC (1876 HK) with likely recovery in premium beers and commodity price tailwinds.


Consumer Tales, Aug#1:  Hola Ola Electric, Cheers Premium Beer, Thais to Get Handout