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Devi Subhakesan

Devi Subhakesan
Asia Consumer Research
Investory

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Consumer Discretionary & Consumer Staples Equity Bottom-Up Equity Capital Markets
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bullishKimly Ltd03 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...

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bullishSheng Siong30 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...

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bearishDel Monte Pacific21 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...

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bearishSheng Siong28 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...

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bullishHealth And Happiness (H&H)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...

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