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

The Week That Was in ASEAN@Smartkarma - SingTel & Optus, Jollibee Foods, and 14 Thai Stocks

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

<ul>
<li>Expect stock upside following management's upbeat growth outlook and buoyant earnings guidance, announced yesterday.</li>
<li>Company reported robust double digit growth in revenue and earnings for full year 2023 as well as a steep ramp up in cash flow generation. </li>
<li>Uniquely positioned with a wide portfolio of F&amp;B brands across markets in Asia, North America and Middle East. </li>
</ul>


Expect stock upside following management's upbeat growth outlook and buoyant earnings guidance, announced yesterday.
Company reported robust double digit growth in revenue and earnings for full year 2023 as well as a steep ramp up in cash flow generation. 
Uniquely positioned with a wide portfolio of F&amp;B brands across markets in Asia, North America and Middle East. 


Jollibee Foods (JFC PM): Aiming High. Strong Growth Guidance Can Drive Stock Up