Equity Analyst - Asia Consumer Sector, Investory

Devi Subhakesan

Equity Analyst - Asia Consumer Sector

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 Bottom-Up

LT Foods, our preferred play to ride the growth in branded consumer staples in India, announced its 2QFY18 results - margins still subdued by ongoing investment into brand building, product-line expansion and logistics. Despite its heavy financial leverage and operational risks in launching new products, it compares favourably versus peers ( <a href="https://www.smartkarma.com/entities/5178" target="_blank" data-smartkarma-citation="entities:5178:1">Krbl Ltd (KRB IN)</a>, <a href="https://www.smartkarma.com/entities/19024" target="_blank" data-smartkarma-citation="entities:19024:1">Chaman Lal Setia Exports (CMLTX IN)</a>) on valuation and potential for growth and margin expansion. The company has launched a line of…

LT Foods, our preferred play to ride the growth in branded consumer staples in India, announced its 2QFY18 results - margins still subdued by ongoing investment into brand building, product-line expansion and logistics. Despite its heavy financial leverage and operational risks in launching new products, it compares favourably versus peers ( Krbl Ltd (KRB IN), Chaman Lal Setia Exports (CMLTX IN)) on valuation and potential for growth and margin expansion. The company has launched a line of…

LT Foods 2Q: Growth Pangs, Leverage Pains, Dilution Risk, But Still Our Pick to Play India Staples

Fintech, Real-time Big-Data Analytics Provider, Nowcast, Inc.

Ryota Hayashi

Fintech, Real-time Big-Data Analytics Provider

Nowcast, Inc.

We at Nowcast develop "Big-Data Economic Analytics Platforms".  We aim to revolutionize the financial markets by providing "accurate" and "real-time" analytics based on economic indicators and corporate activity data procured worldwide. 

Our Main Services

(1) Real-time Analytics
With our Nikkei CPI Now Index at our core, we provide real time analytics of global economic indicators such as POS Data. By utilizing Big-Data technology, we also provide real-time analytics of micro level data such as corporate earnings. 

(2) Big-Data Application Consulting
We too provide business consultation and conduct joint research on initiatives that strive to use data, such as from the operation capacity of construction machinery to number of passengers on railroad trains, as economic indicators. We provide continuous support to Data Scientists specialized in economics in their proposal stage, product development and up till its business development. 

(3) Monetary Policy Insights
With the proactive involvement of and support from from academicians in macroeconomics & key figures in the financial industry, we produce reports, conduct seminars and meetings that discuss about the forecast of financial markets, provide intellectual suggestions on asset allocation, etc. 

Macroeconomics

<ul class="ember-tether-target ember-tether-element-attached-top ember-tether-element-attached-left ember-tether-target-attached-top ember-tether-target-attached-right"><li>"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.</li><li>Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.</li><li>This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.</li></ul>

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.

December 2016 Review of Current Developments in Japan's Economy

Japan

KAMEDA SEIKA CO., LTD. produces and sells rice cookies, snacks and Japanese cakes.  The Company primarily operates in the Kanto and Chubu areas in Japan.

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Kameda Seika (2220 JP)

LT Foods 2Q: Growth Pangs, Leverage Pains, Dilution Risk, But Still Our Pick to Play India Staples

LT Foods, our preferred play to ride the growth in branded consumer staples in India, announced its 2QFY18 results - margins still subdued by...

Devi Subhakesan

December 2016 Review of Current Developments in Japan's Economy

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data”...

Nowcast, Inc.

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