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INSIGHT PROVIDER
Top 5%
Devi Subhakesan
Investment Research - Asia Consumer Sector
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Investory
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Location:
Singapore
Joined:
12 September 2017
195
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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
bearish
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Swiggy
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13 Nov 2024 05:55
Swiggy: Expect Soft Debut in a Weak Market. Will It Regain Lost Mojo with IPO Boost?
Expect a soft debut given weak market sentiment. Fresh capital offers Swiggy an opportunity to regain lost market share. But it will need to face...
Devi Subhakesan
134 Views
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bearish
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Ola Electric
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11 Nov 2024 12:52
OLA Electric: Wimpy Quarter. But, Bigger Question—How Long Will the Disruptor Play Last?
Ola seems intent on continuing its disruptor play strategy—aggressive pricing to drive volume growth, uncommon in India’s auto sector. Investors...
Devi Subhakesan
157 Views
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bullish
•
Luckin Coffee
•
08 Nov 2024 05:55
Luckin Coffee: Acing It in China's Racing Coffee Market
Luckin Coffee's strong growth, high operating margins, dominant market share contrasts with Starbucks, which is now adapting to changing customer...
Devi Subhakesan
273 Views
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bearish
•
Swiggy
•
06 Nov 2024 05:55
Swiggy IPO: Valuation Discount— But Is It Worth a Swig?
Swiggy's IPO opens for subscription today, but high valuations and risk profile may deter some investors despite its strong brand and growth...
Devi Subhakesan
233 Views
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bullish
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Yum China Holdings
•
05 Nov 2024 05:55
Yum China: Durian Pizza to Share Repurchase - Art of Delivering Shareholder Value
Well positioned to benefit from potential growth in retail spend and consumer confidence with effective deployment of announced stimulus package.
Devi Subhakesan
270 Views
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