Asia Consumer Research, Investory

Devi Subhakesan

Asia Consumer Sector Focus. Special interest - Emerging sector trends. Fundamental Research.

Experience: Equity research analyst with Buy and Sell-side Institutions. ASEAN, India & North Asia Markets. Consumer Discretionary, Media, Textiles, Oil, Gas & Coal sectors. 
Mindfulness and Meditation Enthusiast.

Asia Consumer Research

India Tech IPOs | Where Do You Go? | BYJU's - Shopping Its Way to Glory

Can After Tremors of the China Tutoring Sector Shakeup Impact India EdTech?

Gravity Works As WeWork Doesn't; Now Plan B

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.

Private Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/think-learn-pvt-ltd-byju-s" target="_blank" data-smartkarma-citation="entities:32203:1" rel="noopener">BYJU'S (1391510D IN)</a>, the world's most valued online learning company, shocked the street with reported losses of USD576 mn on revenues of USD286 mn for the year ending March2021.</li>
<li>Post-Pandemic return to school has reset growth trajectory for India's blooming EdTech sector that thrived during COVID times attracting multi-billion dollar valuations.</li>
<li>Industry wide layoffs and few shut downs have raised concerns on growth prospects for edTech players and sustainability of their boom period valuations. </li>
</ul>



BYJU'S (1391510D IN), the world's most valued online learning company, shocked the street with reported losses of USD576 mn on revenues of USD286 mn for the year ending March2021.
Post-Pandemic return to school has reset growth trajectory for India's blooming EdTech sector that thrived during COVID times attracting multi-billion dollar valuations.
Industry wide layoffs and few shut downs have raised concerns on growth prospects for edTech players and sustainability of their boom period valuations. 


India EdTech Woes: Waning Demand, Dried up Funding & Risk of Eroding Valuations