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

Zijin Gold IPO: Gold Price Sensitivity Analysis. A High Beta Proxy for Gold

Zijin Gold : Listing Pop Likely. Know Your Thresholds. Avoid Valuation Pitfalls.

Zijin Gold (2259 HK): 100% Surge Since IPO. What Gold Price Is Priced In Now?

Gold 2030: Strategic Floor, Uncertain Ceiling

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 Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/zijin-gold-international" target="_blank" data-smartkarma-citation="entities:45448:1" rel="noopener">Zijin Gold (2259 HK)</a> IPO offers investors with a bullish outlook on gold prices a timely entry into a pure play gold miner with a globally diversified asset base.</li>
<li>At HKD71.59/share, Zijin Gold IPO is set to raise US$3.2 billion with cornerstone investors already committing about half the deal (US$1.6 billion).</li>
<li>At current gold prices, IPO valuations leave a reasonable buffer; however, a pullback toward year-ago levels would pose significant downside.</li>
</ul>



Zijin Gold (2259 HK) IPO offers investors with a bullish outlook on gold prices a timely entry into a pure play gold miner with a globally diversified asset base.
At HKD71.59/share, Zijin Gold IPO is set to raise US$3.2 billion with cornerstone investors already committing about half the deal (US$1.6 billion).
At current gold prices, IPO valuations leave a reasonable buffer; however, a pullback toward year-ago levels would pose significant downside.


Zijin Gold IPO: The Good, The Bad and Valuations. For the Gold Bulls.