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Devi Subhakesan
Investment Research - Asia Consumer Sector
•
Investory
Location:
Singapore
Joined:
12 September 2017
191
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83.3k
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208
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Consumer Discretionary & Consumer Staples
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Equity Bottom-Up
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Recent
bullish
•
Yum China Holdings
•
05 Nov 2024 05:55
Yum China: Durian Pizza to Share Repurchase - Art of Delivering Shareholder Value
Well positioned to benefit from potential growth in retail spend and consumer confidence with effective deployment of announced stimulus package.
Devi Subhakesan
80 Views
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bullish
•
SAIC Motor
•
04 Nov 2024 05:56
SAIC Motor (600104 CH): India Sub JSW MG Motor Drives EV Surge with Battery-As-A-Service
BaaS can be a game changer in EV adoption. By separating the cost of battery from the vehicle itself, it allows buyers to focus on the true cost...
Devi Subhakesan
214 Views
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bullish
•
Ola Electric
•
04 Nov 2024 05:55
Ola Electric's Volume Recovery: Eases Investor Concerns Ahead of Lock up Expiry on Nov 5th
Expect the stock to stay range bound with near term valuations in line with well-established two wheeler peers TVS Motors and Bajaj Auto.
Devi Subhakesan
207 Views
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bullish
•
LG Electronics
•
31 Oct 2024 05:55
LG Electronics India IPO: Strike While the Iron Is Hot. Cash in on Growth Momentum
LG Electronics India is well poised for an IPO in India after strong profit growth, aiming to raise USD1-USD1.5 billion and potentially valuing...
Devi Subhakesan
332 Views
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bearish
•
Hyundai Motor India
•
28 Oct 2024 08:45
Weekly Consumer: Market Timing Makes a Difference. CR Beverage Pops in HK, Hyundai Slumps in India
Market sentiment continues to be weak in India with steady outflow of foreign funds. This weighed on HMIL's lack lustre listing last week and led...
Devi Subhakesan
236 Views
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