Asia Consumer Research, Investory

Devi Subhakesan

Asia Consumer Sector Focus. Fundamental Research.

Experience: Equity research analyst with Buy and Sell-side Institutions. ASEAN, India & North Asia Markets. Consumer Discretionary, Media, Textiles, Oil, Gas & Coal sectors. 
Mindfulness and Meditation Enthusiast.

Asia Consumer Research

Zomato IPO: Offering Details & Index Inclusion

Zomato: Bullish IPO Outlook Vs Sober Financials. Value Lies in the Views of the Investor

Index Rebalance & ETF Flow Recap: Bukalapak, Zomato, SD Biosensor, Alibaba, MSCI QIR

Zomato IPO: Floating High Above Sector Reality. Not a Linear Play on India's Rising EComm User Base

Zomato's USD 1Bn IPO: India Foodtech's Lead Play. Striking when the Market Is COVID-Hot.

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

<p>Here is a list of questions that Investors may pose to Zomato's management to understand and analyze this young company's growth potential and dynamics better, before assessing its investment worthiness at the proposed IPO valuations.</p><p>As discussed in our earlier report <a href="https://www.smartkarma.com/insights/zomato-ipo-floating-high-above-sector-reality-not-a-linear-play-on-india-s-rising-ecomm-user-base" target="_blank" data-smartkarma-citation="insights:54087" rel="noopener">Zomato IPO: Floating High Above Sector Reality. Not a Linear Play on India's Rising EComm User Base</a> market euphoria and street bullishness on the proposed IPO is high and seem to be backed by expectations of strong revenue growth as India's eCommerce economy gathers strength. We reiterate our view that only a fraction of India's online shoppers will have access, need, and ability to afford a primarily urban and highly discretionary service as online food delivery. </p>

Here is a list of questions that Investors may pose to Zomato's management to understand and analyze this young company's growth potential and dynamics better, before assessing its investment worthiness at the proposed IPO valuations.As discussed in our earlier report Zomato IPO: Floating High Above Sector Reality. Not a Linear Play on India's Rising EComm User Base market euphoria and street bullishness on the proposed IPO is high and seem to be backed by expectations of strong revenue growth as India's eCommerce economy gathers strength. We reiterate our view that only a fraction of India's online shoppers will have access, need, and ability to afford a primarily urban and highly discretionary service as online food delivery. 

Zomato

Zomato IPO: 10 Qns To the Management