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

India Sector Capsule - Branded Rice & Processors

LT Foods: Riding the Change in India's Food Shopping Trends

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>LT Foods, our preferred play to ride the growth in branded consumer staples in India, announced its 2QFY18 results - margins still subdued by ongoing investment into brand building, product-line expansion and logistics. Despite its heavy financial leverage and operational risks in launching new products, it compares favourably versus peers ( <a href="https://www.smartkarma.com/entities/5178" target="_blank" data-smartkarma-citation="entities:5178:1">Krbl Ltd (KRB IN)</a>, <a href="https://www.smartkarma.com/entities/19024" target="_blank" data-smartkarma-citation="entities:19024:1">Chaman Lal Setia Exports (CMLTX IN)</a>) on valuation and potential for growth and margin expansion. The company has launched a line of…</p>

LT Foods, our preferred play to ride the growth in branded consumer staples in India, announced its 2QFY18 results - margins still subdued by ongoing investment into brand building, product-line expansion and logistics. Despite its heavy financial leverage and operational risks in launching new products, it compares favourably versus peers ( Krbl Ltd (KRB IN), Chaman Lal Setia Exports (CMLTX IN)) on valuation and potential for growth and margin expansion. The company has launched a line of…

LT Foods 2Q: Growth Pangs, Leverage Pains, Dilution Risk, But Still Our Pick to Play India Staples

LT Foods Ltd

LT Foods 2Q: Growth Pangs, Leverage Pains, Dilution Risk, But Still Our Pick to Play India Staples