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Devi Subhakesan

Devi Subhakesan
Investment Research - Asia Consumer Sector
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Consumer Discretionary & Consumer Staples Equity Bottom-Up Equity Capital Markets
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bearishSwiggy
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...

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bearishOla Electric
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...

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bullishLuckin 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...

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bearishSwiggy
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...

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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.

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