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

Beyond Meat (BYND US): Beaten Down Stock in an Upbeat Segment. What, Now?

Smartkarma Webinar | Beyond Meat: Upbeat Long-Term Outlook

Beyond Meat: A Win-Win Deal with PepsiCo to Sell Plant-Based Snacks, Drinks

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><a href="https://www.smartkarma.com/entities/mcdonald-s-corp" target="_blank" data-smartkarma-citation="entities:1425:1" rel="noopener">Mcdonald's Corp (MCD US)</a> finally announced its plans to launch plant-based products starting next year under the brand McPlant. It clarified that <em>McPlant is crafted exclusively for McDonald's by McDonald's, </em>ending speculation that it might source products from leading plant-based meat (PBM) players <a href="https://www.smartkarma.com/entities/beyond-meat-inc" target="_blank" data-smartkarma-citation="entities:28065:1" rel="noopener">Beyond Meat (BYND US)</a> or <a href="https://www.smartkarma.com/entities/impossible-foods-inc" target="_blank" data-smartkarma-citation="entities:28361:1" rel="noopener">Impossible Foods Inc (1249597D US)</a>.  This, together with <a href="https://www.smartkarma.com/entities/beyond-meat-inc" target="_blank" data-smartkarma-citation="entities:28065:1" rel="noopener">Beyond Meat (BYND US)</a> 's weaker than expected Q3 sales, could weaken the share price further. However, we note that the wider acceptance and preference for plant-based meat products since the pandemic is a long term positive for established players like <a href="https://www.smartkarma.com/entities/beyond-meat-inc" target="_blank" data-smartkarma-citation="entities:28065:1" rel="noopener">Beyond Meat (BYND US)</a>. In the note below, we discuss (1) why we think Beyond Meat has an advantage in the burgeoning PBM segment, even as its near term share price outlook could be weak. (2) stock's investment outlook (3) its Q3 results.</p>

Mcdonald's Corp (MCD US) finally announced its plans to launch plant-based products starting next year under the brand McPlant. It clarified that McPlant is crafted exclusively for McDonald's by McDonald's, ending speculation that it might source products from leading plant-based meat (PBM) players Beyond Meat (BYND US) or Impossible Foods Inc (1249597D US).  This, together with Beyond Meat (BYND US) 's weaker than expected Q3 sales, could weaken the share price further. However, we note that the wider acceptance and preference for plant-based meat products since the pandemic is a long term positive for established players like Beyond Meat (BYND US). In the note below, we discuss (1) why we think Beyond Meat has an advantage in the burgeoning PBM segment, even as its near term share price outlook could be weak. (2) stock's investment outlook (3) its Q3 results.

McDonald's Plans to Launch McPlant. What Does It Mean for Beyond Meat (BYND US)?