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

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Swiggy IPO: Key Facts and Financials at First Glance

SoftBank Group (9984 JP): A Bigger Bounty Awaits with Swiggy's Upcoming IPO

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>
<a href="https://www.smartkarma.com/entities/bundl-technologies-private-limited-swiggy" target="_blank" data-smartkarma-citation="entities:35630:1" rel="noopener">Swiggy (1255298D IN)</a> 's USD 1.35 Bn IPO opens for subscription today, November 6th, and runs until Friday, November 8th.</li>
<li>As a popular food and grocery delivery platform in India, Swiggy has a strong brand, innovative approach, solid moat and is positioned well to leverage the sector’s growth potential.</li>
<li>Despite the IPO’s valuation discount vis-a-vis <a href="https://www.smartkarma.com/entities/zomato-ltd" target="_blank" data-smartkarma-citation="entities:28820:1" rel="noopener">Zomato</a> , the elevated overall valuations and unfavourable risk/reward profile may not make it an attractive investment option for investors with a low-to-moderate risk appetite.</li>
</ul>



Swiggy (1255298D IN) 's USD 1.35 Bn IPO opens for subscription today, November 6th, and runs until Friday, November 8th.
As a popular food and grocery delivery platform in India, Swiggy has a strong brand, innovative approach, solid moat and is positioned well to leverage the sector’s growth potential.
Despite the IPO’s valuation discount vis-a-vis Zomato , the elevated overall valuations and unfavourable risk/reward profile may not make it an attractive investment option for investors with a low-to-moderate risk appetite.


Swiggy IPO: Valuation Discount— But Is It Worth a Swig?