Equity Analyst, Investory

Devi Subhakesan

Investment Research

Equity Research experience of over 20 years include working at leading Buy and Sell-side institutions, covering markets in ASEAN, India, and North Asia. Multi-sector coverage included - Consumer Staples/Discretionary, Media, Textiles, Oil, Gas, and Coal. 
Passionate about mindfulness and meditation.

Equity Analyst

Kalyan Jewellers- Grey Areas Surrounding Inventory

Kalyan Jewellers (KALYANKJ IN) | FOCO Model Warrants Attention

IGI Faces Headwinds: Growth Concerns, Market Risks & Uncertainties

Kalyan Jewellers:1QFY25-Glittering Performance. David Outshines Goliath in Growth

Kalyan Jewellers (KALYANKJ IN): Riding the Big Fat Indian Wedding Boom

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.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/kalyan-jewellers" target="_blank" data-smartkarma-citation="entities:29714:1" rel="noopener">Kalyan Jewellers (KALYANKJ IN)</a> stock has dropped 36% year-to-date and is now under an F&amp;O ban after open interest hit threshold limits.</li>
<li>The rumours driving the stock decline lack financial or strategic relevance with no substantial reason for long-term investors to panic.</li>
<li>The stock correction has realigned Kalyan’s P/E discount to Titan, with current levels likely to stabilise and thus provide a near term support for Kalyan Jeweller's stock price.</li>
</ul>



Kalyan Jewellers (KALYANKJ IN) stock has dropped 36% year-to-date and is now under an F&amp;O ban after open interest hit threshold limits.
The rumours driving the stock decline lack financial or strategic relevance with no substantial reason for long-term investors to panic.
The stock correction has realigned Kalyan’s P/E discount to Titan, with current levels likely to stabilise and thus provide a near term support for Kalyan Jeweller's stock price.


Kalyan Jewellers: Rumour-Driven Stock Slide, F&O Ban—Is There Room for Further Correction?