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.

Thematic (Sector/Industry)

In this introductory sector report on Ready-to-Eat (RTE) Indian foods, we study a small but high growth segment of packaged foods industry in India that has been attracting many new entrants. As we scan the shelves for main players in this sunrise industry segment, we note that global food companies have been quick to sniff the potential and snap up key (Indian promoter led) brands in this 'authentically Indian' food category. There are few listed players that offer a direct exposure to the segment apart from the large-cap consumer/food plays and several unlisted players.
In the detailed report below we have some unique insights:
1. Why have RTE Indian products never had it so good?
2. How an unlikely/unfortunate event kickstarted RTE foods in India?  
3. The pick of leading RTE Indian food brands and the companies behind them.
4. What do a Norwegian Consumer goods company and US-based global confectionery player have in common?
5. How Indian millennials will underpin growth for RTE foods going ahead.

In this introductory sector report on Ready-to-Eat (RTE) Indian foods, we study a small but high growth segment of packaged foods industry in India that has been attracting many new entrants. As we scan the shelves for main players in this sunrise industry segment, we note that global food companies have been quick to sniff the potential and snap up key (Indian promoter led) brands in this 'authentically Indian' food category. There are few listed players that offer a direct exposure to the segment apart from the large-cap consumer/food plays and several unlisted players.
In the detailed report below we have some unique insights:
1. Why have RTE Indian products never had it so good?
2. How an unlikely/unfortunate event kickstarted RTE foods in India?  
3. The pick of leading RTE Indian food brands and the companies behind them.
4. What do a Norwegian Consumer goods company and US-based global confectionery player have in common?
5. How Indian millennials will underpin growth for RTE foods going ahead. 

Ready-To-Eat Indian Food Hooks Global Investors. Spicy Curry, Anyone?

Norway

Orkla ASA manufactures branded consumer goods to the Nordic grocery market, and operates in the branded consumer goods, materials, renewable energy and financial investment sectors.

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Orkla ASA (ORK NO)

Ready-To-Eat Indian Food Hooks Global Investors. Spicy Curry, Anyone?

In this introductory sector report on Ready-to-Eat (RTE) Indian foods, we study a small but high growth segment of packaged foods industry in India...

Devi Subhakesan

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)