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#1:  Hola Ola Electric, Cheers Premium Beer, Thais to Get Handout

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

Consumer Tales Aug Wk#2: DFI Retail Pivots, Kalyan Glitters, Ola Lists, FirstCry IPO Closes

Ola Electric: India's First EV IPO - Key Facts, Financials & Valuation

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 Capital Markets

<ul>
<li>India's electric 2-wheeler sales nosedived after March 2024 as the government reduced incentives.</li>
<li>The price gap between electric 2-wheelers and their ICE counterparts has widened significantly with lower incentives.</li>
<li>Despite the overall slowdown, <a href="https://www.smartkarma.com/entities/ola-electric-mobility-pvt-ltd" target="_blank" data-smartkarma-citation="entities:40618:1" rel="noopener">Ola Electric (1700674D IN)</a> 's steep market share rise highlights its product prowess, competitive pricing capabilities, and strong brand.</li>
</ul>


India's electric 2-wheeler sales nosedived after March 2024 as the government reduced incentives.
The price gap between electric 2-wheelers and their ICE counterparts has widened significantly with lower incentives.
Despite the overall slowdown, Ola Electric (1700674D IN) 's steep market share rise highlights its product prowess, competitive pricing capabilities, and strong brand.


Slower E2Wheeler Sales with Lower Incentives: Ola Makes Lemonade when Market Throws Lemons