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

Consumer Tales Aug Wk#3: Ola's Dream Ride, Shopee's SE Asia Lead, Jollibee's Joyful 2Q

Ola Electric's Path to Profitability: Volumes, Cells and PLI

Ola Electric's Negative Noise. Maruti Suzuki's Electric Plans: India EV Update

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

Ola Electric (OLAELEC IN) : Soaring High - How Much Higher Can It Go?

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.

Equity Bottom-Up

<ul>
<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 (OLAELEC IN)</a>  launched its highly anticipated electric motorcycles, offering models from mass market to super premium.</li>
<li>With entry-level e-bikes priced to compete directly with <a href="https://www.smartkarma.com/entities/hero-motocorp-ltd" target="_blank" data-smartkarma-citation="entities:2391:1" rel="noopener">Hero Motocorp (HMCL IN)'s</a> popular models, Ola could disrupt India's high-volume, competitive motorcycle market.</li>
<li>Ola's ebike volumes could ramp up quickly if its performance meets expectations of the value conscious customer base in the mass-end of the market.</li>
</ul>



Ola Electric (OLAELEC IN)  launched its highly anticipated electric motorcycles, offering models from mass market to super premium.
With entry-level e-bikes priced to compete directly with Hero Motocorp (HMCL IN)'s popular models, Ola could disrupt India's high-volume, competitive motorcycle market.
Ola's ebike volumes could ramp up quickly if its performance meets expectations of the value conscious customer base in the mass-end of the market.


Ola Electric: Takes Aim at India Motorcycle Mass Market with Competitive Pricing