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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
125
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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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Recent
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
271 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
353 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
292 Views
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bearish
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Sheng 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...
Devi Subhakesan
277 Views
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bullish
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Health And Happiness (H&H)
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19 Jan 2023 21:21
Health & Happiness (1112 HK): Up 100% Since Nov. 2022. Still Awaiting a Re-Rating Upside
Modest valuations in line with Infant milk players despite growing exposure to Adult/Pet Nutrition products (50%+ of sales). Re-rating potential...
Devi Subhakesan
387 Views
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