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INSIGHT PROVIDER
Devi Subhakesan
Asia Consumer Research
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Investory
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Location:
Singapore
Joined:
12 September 2017
126
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Consumer Discretionary & Consumer Staples
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Equity Bottom-Up
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Equity Capital Markets
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bullish
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Jollibee Foods
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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...
Devi Subhakesan
199 Views
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bullish
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Kimly Ltd
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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...
Devi Subhakesan
304 Views
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bullish
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Sheng Siong
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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...
Devi Subhakesan
369 Views
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bearish
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Del Monte Pacific
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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...
Devi Subhakesan
311 Views
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bearish
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Sheng Siong
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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...
Devi Subhakesan
292 Views
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