India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

Thematic (Sector/Industry)

Indian domestic tractor companies witnessed strong growth in 1Q FY17 of 14.6% by selling 163316 units. Nearly, all the listed players  posted good results and the optimism has reflected in their valuations.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/011/982/original/comp%20per%20&amp;%20value.PNG?1471588766" class="editor-image img-responsive" data-smartkarma-image-id="11982"></figure>However we believe that this market optimism is unwarranted as it comes from a subdued base from Q1 FY 16 when growth collapsed 16% YOY. We believe that near term outlook for tractor demands remain muted unless the industry gets a strong support from the government through significant increase…

Indian domestic tractor companies witnessed strong growth in 1Q FY17 of 14.6% by selling 163316 units. Nearly, all the listed players  posted good results and the optimism has reflected in their valuations.However we believe that this market optimism is unwarranted as it comes from a subdued base from Q1 FY 16 when growth collapsed 16% YOY. We believe that near term outlook for tractor demands remain muted unless the industry gets a strong support from the government through significant increase…

Recent Optimism in Indian Tractor Stocks Unwarrented Given Bleak Outlook for Minimum Support Prices

Asia Ex Japan; Technology and Consumption.

Rohinee Sharma

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

Kaya Ltd is a leading chain of 126 Cosmetic Dermatology clinics in India and the Middle East. Its journey began in 2003 with Mr. Harsh Mariwala (founder of FMCG major Marico, and Kaya) venturing into what was then a niche retail business. The concept of selling beauty held great promise, but the company has taken many years to establish financial viability. A new professional management team has set its sights on a sustainable turnaround in the next 12-24 months and has brought unprecedented focus on improving consumption rates and rationalizing costs. Is this a beautiful investment case in the making?The answer inevitably lies in effective execution and subsequent profitability...finally.

Kaya Ltd is a leading chain of 126 Cosmetic Dermatology clinics in India and the Middle East. Its journey began in 2003 with Mr. Harsh Mariwala (founder of FMCG major Marico, and Kaya) venturing into what was then a niche retail business. The concept of selling beauty held great promise, but the company has taken many years to establish financial viability. A new professional management team has set its sights on a sustainable turnaround in the next 12-24 months and has brought unprecedented focus on improving consumption rates and rationalizing costs. Is this a beautiful investment case in the making?The answer inevitably lies in effective execution and subsequent profitability...finally.

Kaya Ltd: Its Beauty Lies in the Risk-Appetite of the Investor

India

Kaya is a specialized provider of dermatological skin and hair care solutions, operating primarily in India. The company offers a range of services including laser hair reduction, anti-aging treatments, acne management, and hair restoration, complemented by a portfolio of specialized retail products. Kaya Limited was incorporated in 2003 and is headquartered in Mumbai, Maharashtra, India.

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Kaya (KAYA IN)

Recent Optimism in Indian Tractor Stocks Unwarrented Given Bleak Outlook for Minimum Support Prices

Indian domestic tractor companies witnessed strong growth in 1Q FY17 of 14.6% by selling 163316 units. Nearly, all the listed players posted good...

Das Capital Management and Advisors

Kaya Ltd: Its Beauty Lies in the Risk-Appetite of the Investor

Kaya Ltd is a leading chain of 126 Cosmetic Dermatology clinics in India and the Middle East. Its journey began in 2003 with Mr. Harsh Mariwala...

Rohinee Sharma

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