Equity Analyst - Asia Consumer Sector, Investory

Devi Subhakesan

Equity Research experience of over 20 years include working at leading Asset Management and Brokerage/Investment Banking Firms.  

I focus primarily on the Asia consumer sector and analyse emerging trends and evolving consumption behaviours to publish investment insights on segments where women and/or youth drive purchasing decisions.

My approach combines in-depth industry and company research with rigorous valuation analysis to help investors make informed investment decisions.

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

<ul>
<li>Lock up expiry today of 21.2 million shares held by <a href="https://www.smartkarma.com/entities/hyundai-motor-india-ltd" target="_blank" data-smartkarma-citation="entities:40900:1" rel="noopener">Hyundai Motor India (HYUNDAI IN)</a>'s anchor investors. This could improve free float to 17.5% with rest held by the parent.</li>
<li>Hyundai India Management is positive about its CY2025 outlook and expects to grow by <em>similar numbers or more in 2025</em> as it did in 2024. </li>
<li>Creta Electric’s launch is scheduled on Jan 17th; Hyundai hopes to replicate the growth and excitement seen with its original Creta model.</li>
</ul>


Lock up expiry today of 21.2 million shares held by Hyundai Motor India (HYUNDAI IN)'s anchor investors. This could improve free float to 17.5% with rest held by the parent.
Hyundai India Management is positive about its CY2025 outlook and expects to grow by similar numbers or more in 2025 as it did in 2024. 
Creta Electric’s launch is scheduled on Jan 17th; Hyundai hopes to replicate the growth and excitement seen with its original Creta model.


Hyundai Motor India: Anchor Investor Lock-In Period Ends Today