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Asia consumer research, Investory

Shilpa Krishnan

Asia consumer research

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)

India Consumer discretionary / Thematic (Sector/Industry)

Disruption as a theme has fired investor imagination in recent times. The disruption space is mainly a private party though, even as the publicly listed space is evolving. It is easier to find listed companies facing a credible disruption risk, as potential sell ideas. In the first of this series, we present 3 Indian small-cap companies with an established brick-and-mortar model. These are gearing up to be millennial-ready, powered by digital strategies in an effort to survive/thrive in a disruptive market space.1. <a href="https://www.smartkarma.com/entities/20462" target="_blank" data-smartkarma-citation="entities:20462:1">Archies Ltd (AGG IN)</a> : an old popular gift and greeting card store countering disruption in its core business, via <a href="http://www.archiesonline.com" target="_blank">archiesonline.com</a>. 2. <a href="https://www.smartkarma.com/entities/26797" target="_blank" data-smartkarma-citation="entities:26797:1">5Paisa Capital Ltd (5PAISA IN)</a> : an offshoot of <a href="https://www.smartkarma.com/entities/20197" target="_blank" data-smartkarma-citation="entities:20197:1">IIFL Holdings Ltd (IIFL IN)</a> aiming to offer DIY discount broking and robo-advisory services to retail investors in tier2/3 cities and 3. <a href="https://www.smartkarma.com/entities/26798" target="_blank" data-smartkarma-citation="entities:26798:1">Praxis Home Retail Ltd (PRAXIS IN)</a>, an offshoot of the <a href="https://www.smartkarma.com/entities/26799" target="_blank" data-smartkarma-citation="entities:26799:1">Future Retail Ltd (FRETAIL IN)</a> group aiming to create an online marketplace for home furnishing and furniture, via its <a href="http://www.hometown.in" target="_blank">hometown portal</a>

Disruption as a theme has fired investor imagination in recent times. The disruption space is mainly a private party though, even as the publicly listed space is evolving. It is easier to find listed companies facing a credible disruption risk, as potential sell ideas. In the first of this series, we present 3 Indian small-cap companies with an established brick-and-mortar model. These are gearing up to be millennial-ready, powered by digital strategies in an effort to survive/thrive in a disruptive market space.1. Archies Ltd (AGG IN) : an old popular gift and greeting card store countering disruption in its core business, via archiesonline.com. 2. 5Paisa Capital Ltd (5PAISA IN) : an offshoot of IIFL Holdings Ltd (IIFL IN) aiming to offer DIY discount broking and robo-advisory services to retail investors in tier2/3 cities and 3. Praxis Home Retail Ltd (PRAXIS IN), an offshoot of the Future Retail Ltd (FRETAIL IN) group aiming to create an online marketplace for home furnishing and furniture, via its hometown portal

Disruption Diaries: Small-Cap Ideas in the Brick-And-Click Space