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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

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

Jeff Bezos' views and values shared in Amazon’s annual letter to shareholders is as avidly discussed in tech circles as Warren Buffet’s letter in investment circles. The recently published 20th letter presents to us a company that remains deeply focussed on technology and is in a hurry to expand its reach across global markets. Amazon Web Services' relative importance is quite evident from the brief commentary, so is the company's obsession with new technology interfaces for its retail biz and global expansion plans. Amazon's reported bid for 60% of Flipkart, India's online retailing rival with an estimated valuation of USD20 bn, corroborates the relative importance with which Mr Bezos has commented on India markets in his letter.  Bezos as always has attached the first letter - circa 1997. A good snapshot of Amazon's transformational growth journey from an online bookstore to what it is today. Its first letter (1997) clearly sets out Jeff Bezos' management and decision making philosophy, which in retrospect doesn't read like management jargon but sounds prescient as Amazon's DNA.

Jeff Bezos' views and values shared in Amazon’s annual letter to shareholders is as avidly discussed in tech circles as Warren Buffet’s letter in investment circles. The recently published 20th letter presents to us a company that remains deeply focussed on technology and is in a hurry to expand its reach across global markets. Amazon Web Services' relative importance is quite evident from the brief commentary, so is the company's obsession with new technology interfaces for its retail biz and global expansion plans. Amazon's reported bid for 60% of Flipkart, India's online retailing rival with an estimated valuation of USD20 bn, corroborates the relative importance with which Mr Bezos has commented on India markets in his letter.  Bezos as always has attached the first letter - circa 1997. A good snapshot of Amazon's transformational growth journey from an online bookstore to what it is today. Its first letter (1997) clearly sets out Jeff Bezos' management and decision making philosophy, which in retrospect doesn't read like management jargon but sounds prescient as Amazon's DNA.

Jeff Bezos' Letter to Amazon.com Inc's Share Owners - Did It Hint on the Bid for Flipkart in India?