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

Weekly Consumer Tales: Meituan's Margin Gain, H&H's Pain, PDD's Stock Crash

PDD Holdings (PDD US): Earnings Call Spooks Investors. Is There More than Meets the Eye?

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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>The "non-business factors" mentioned in <a href="https://www.smartkarma.com/entities/pdd-holdings-inc" target="_blank" data-smartkarma-citation="entities:27250:1" rel="noopener">PDD Holdings (PDD US)</a> 's earnings call likely refer to potential political and policy risks in the U.S. due to the upcoming presidential elections.</li>
<li>Temu, PDD Holdings' global online shopping platform, has become the most downloaded shopping app in the U.S., significantly disrupting the local retail market.</li>
<li>PDD's rapid and disruptive growth has already led to litigation in the US, and political pressure could increase if Donald Trump wins the presidential election.</li>
</ul>


The "non-business factors" mentioned in PDD Holdings (PDD US) 's earnings call likely refer to potential political and policy risks in the U.S. due to the upcoming presidential elections.
Temu, PDD Holdings' global online shopping platform, has become the most downloaded shopping app in the U.S., significantly disrupting the local retail market.
PDD's rapid and disruptive growth has already led to litigation in the US, and political pressure could increase if Donald Trump wins the presidential election.


PDD Holdings (PDD US) : Could U.S. Elections Impact Temu's Dominance?