Nirgunan Tiruchelvam, Tellimer

Nirgunan Tiruchelvam, Tellimer

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3 June 2021
Companies To Watch: Zoom
Zoom generated a quarterly revenue of $956 million, above the $910 million Bloomberg consensus, and up a healthy 191% from the prior year. But, with the pandemic easing in some countries due to vaccine rollouts, can the company continue to see strong results? Nirgunan Tiruchelvam, Head of Consumers Equity Research, Tellimer Research gives his analysis.

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12 May 2021
Money and Me: Should we be looking away from disruptive stocks towards a reflationary trade?
Michelle Martin and Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research at Tellimer and author of the book, Investing in the COVID era discuss the outlook on Zoom, Uber as a disruptive stock, Beyond Meat's valuation, Comfort Delgro, Singapore Airlines' outlook and restaurant stocks.

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6 April 2021
Market View: Consumer Power and Social Media Backlash Against Foreign Retailers in China
Though socially conscious investors have heaped pressure on retailers regarding ethically sourced cotton and alleged human rights abuses in China's Xinjiang region, brands like H&M and Nike have begun to face boycotts in China from consumers accusing them of spreading lies regarding Xinjiang. Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research at Tellimer, spoke to us on Prime Time about the difficult predicament facing retailers regarding ethical concerns, and how to approach the growing power of the Chinese consumer.

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26 March 2021 
New book unveils major post-Covid investable themes for the lay investor
How can you spot investment opportunities given the major investment turning points during the pandemic? From airline stocks, e-commerce platforms, silver, to rubber, Michelle Martin dives into the book “Investing in The Covid Era” with the book’s author Nirgunan Tiruchelvam.


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4 February 2021
Companies to Watch: iFast
Despite not gaining a digital banking licence, iFast's business units continued to register strong growth and higher profits throughout the Covid-19 pandemic. And this week iFast has been awarded a contract to digitise Hong Kong’s retirement funds system in a consortium with Hong Kong billionaire Richard Li's PCCW. Nirgunan Tiruchelvam, Head of Consumer Equity Research at Tellimer Research shares more about how this might contribute to iFast's projected earnings and delves into why retail investors have been favouring the stock.

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29 December 2020
Market View: Sectors to watch in 2021
Prime Time's Rachel Kelly speaks to Nirgunan Tiruchelvam, Head of Consumer Equity Research at Tellimer Research to find out his outlook for the year ahead and which sectors he will be keeping an eye on in 2021.

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17 December 2020
Companies to Watch: Medtecs International
Medtecs International, which manufactures personal protective equipment (PPE), had their revenue increase more than five-fold and its net profit for the period surged nearly 20-fold from US$426,000 to US$84.6 million, for the first 9 months of 2020. Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research, Tellimer shares how it managed to optimise its output and how Medtecs might capitalise on policymakers' efforts to stockpile PPE to prepare for future pandemics.

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29 October 2020
Companies to watch: Nanofilm
Nanofilm Technologies, which specialises in advanced materials and nanoproducts, and is the spin-off company of Nanyang Technological University, is set to list on the SGX tomorrow. The listing is created a buzz as it's set to be the first tech unicorn on the local bourse. But, what are the expectations for the IPO? Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research at Tellimer gives his analysis and whether this could be a tipping point for more IPOs in the tech space in Singapore.

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20 October 2020
Market View: Why Tellimer Remains Skeptical Over Sea Ltd's Prospects
Are there cracks behind Sea Limited's remarkable rise that makes them one of the year's best performing stocks across the world? Tellimer's Head of Consumer Sector Equity Research Nirgunan Tiruchelvam joined us on Prime Time to lay out the questions and issues they have with regards to Sea Limited, and some of the challenges that may face the firm's e-commerce and gaming arms.

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3 September 2020
Are Diamonds on Discount?
The saying goes - diamonds are a girl's best friend… but could they also be an investor’s best friend? It was recently reported that De Beers, the world’s top diamond producer, has decided to cut the price of its gems in hopes of boosting sales. Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research from Tellimer shares his forecast for diamond prices.

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15 June 2020
Market View: 15 June
In Market View, Rachel Kelly spoke to Nirgunan Tiruchelvam, head of consumer equity research at Tellimer.

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