Equity Analyst, LightStream Research

Oshadhi Kumarasiri

An equity research analyst with over 7 years of experience in multiple sectors. Previously worked for one of the world's largest asset managers with about USD2.5trn in AUM, covering small and micro-cap companies in the consumer sphere across Europe and developed Asia. Also experienced in covering multiple industries including banking, insurance and asset management, retail, tech, telco and REIT.

Equity Analyst

Alibaba: A Long Way Down Already and a Lot More to Go

International Commerce Retail: Lazada & AliExpress Are Losing Their Battles with Shopee

Alibaba: The Commerce Segment Weakens Amidst Government Scrutiny

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

Alibaba Group Holding  / Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/alibaba-group" target="_blank" data-smartkarma-citation="entities:28434:1" rel="noopener">Alibaba Group (9988 HK)</a>’s decision to replace the long time CFO Maggie Wu doesn’t seem like a reason for investors to panic sell.</li>
<li>She will continue to serve the company as an executive director and continue to be involved in the business.</li>
<li>Also, the fact that she is replaced by her protégé, Toby Xu seems like an indication that the top management is still happy with how financials are handled.</li>
</ul>



Alibaba Group (9988 HK)’s decision to replace the long time CFO Maggie Wu doesn’t seem like a reason for investors to panic sell.
She will continue to serve the company as an executive director and continue to be involved in the business.
Also, the fact that she is replaced by her protégé, Toby Xu seems like an indication that the top management is still happy with how financials are handled.


Alibaba Management Shake-Up: Long-Time CFO Maggie Wu Replaced, No Panicking Necessary