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Devi Subhakesan
Asia Consumer Research
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Investory
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Location:
Singapore
Joined:
12 September 2017
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Recent
bullish
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Xiaomi Corp
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22 Jul 2024 08:32
Xiaomi Corp (1810 HK): Tops India Smartphone Market; Samsung Falls to Third
Xiaomi makes a strong comeback as the leading player in the Indian smartphone market after a 6-quarter hiatus due to regulatory and other...
Devi Subhakesan
110 Views
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bullish
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Thai Beverage
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20 Jul 2024 13:48
Consumer Tales & Trends #July 11-20: THBEV SP Swap Deal, Bad Debts in Thailand, AI in Beauty.
This week's update covers Thai Beverage's proposed swap deal, India's marriage spending boom, Thailand's household debt crisis, and AI innovations...
Devi Subhakesan
379 Views
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bearish
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Thai Beverage
•
19 Jul 2024 18:37
Thai Bev to Get F&N Stake from Promoters At Book Value than Fair Market Value
Majority ownership in F&N will require Thai Bev to consolidate low-return businesses into its books. This stake acquisition offers limited...
Devi Subhakesan
451 Views
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bearish
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Thai Beverage
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18 Jul 2024 18:50
Thai Bev (THBEV SP): Exits Property, Boosts F&N Stake. Deal Valuation Seem Excessive
Proposed share swap deal with promoter company based on negotiated values not market prices. Acquisition value for F&N seem excessive and...
Devi Subhakesan
346 Views
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bullish
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Kalyan Jewellers
•
17 Jul 2024 07:30
Kalyan Jewellers (KALYANKJ IN): Riding the Big Fat Indian Wedding Boom
Kalyan Jewellers' asset-light expansion strategy is set to capitalise on the growth of the organised jewelry sector. Expected to drive higher near...
Devi Subhakesan
199 Views
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