INSIGHT PROVIDER
Devi Subhakesan

Devi Subhakesan
Asia Consumer Research
Investory

126
Insights
59.2k
Views
171
Followers
Consumer Discretionary & Consumer Staples Equity Bottom-Up Equity Capital Markets
Refresh
bullishJollibee Foods
13 Mar 2024 01:22

Jollibee Foods (JFC PM): Aiming High. Strong Growth Guidance Can Drive Stock Up

​Stock upside likely as company reports strong revenue and earnings growth in 2023 and management shares upbeat growth outlook and buoyant earnings...

Share
bullishKimly Ltd
03 May 2023 00:48

Kimly (KMLY SP): Ramp up in Public Housing Supply, an Opportunity to Expand

Upcoming 1H FY2023 results can reverse the stock's downslide if the company reports a margin recovery. Current undemanding valuations, despite...

Share
bullishSheng Siong
30 Apr 2023 23:47

Sheng Siong (SSG SP): Upbeat on Potential Ramp up in Store Growth

Possible accelerated store growth as Singapore ramps up public housing to meet strong demand even as COVID-related project delays ease. Defensive...

Share
21 Mar 2023 12:19

Del Monte Pacific (DELM SP): Deep in Debt, Slipping Margins, Rising Rates - Perfect Storm?

Faces heightened financial risk despite seemingly inexpensive earnings multiples. Recovery in margins and cash flow is needed to minimize liquidity...

Share
bearishSheng Siong
28 Feb 2023 23:36

Sheng Siong (SSG SP): Slowing Sales. Dividend Yield Not Rewarding Enough

Downside risk at current levels given muted dividend growth outlook amidst strong Gov bond yields. Notable decline in same-store sales & operating...

Share
x