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

Base Inc: Could Lose Big from Growth to Value Rotation

Base Inc: The Long Tail May Not Be That Long

Base Inc Bubble Is Still Far From Bursting

BASE Inc Moves to Service E-Commerce Via MOSH Acquisition

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

<p>Today, <a href="https://www.smartkarma.com/entities/base-inc" target="_blank" data-smartkarma-citation="entities:28353:1" rel="noopener">BASE Inc (4477 JP)</a> conducted its planned 1:5 stock split, couple of days ahead of the schedule. The split was conducted to increase the liquidity of Base Inc shares via lowering the minimum investment amount from around ¥800,000 to ¥150,000. Nonetheless, the company’s share price is down 6% from yesterday’s close price on a split adjusted basis, compared to a daily price performance of -1.2% for the Topix IT &amp; Services sector index.</p>

Today, BASE Inc (4477 JP) conducted its planned 1:5 stock split, couple of days ahead of the schedule. The split was conducted to increase the liquidity of Base Inc shares via lowering the minimum investment amount from around ¥800,000 to ¥150,000. Nonetheless, the company’s share price is down 6% from yesterday’s close price on a split adjusted basis, compared to a daily price performance of -1.2% for the Topix IT &amp; Services sector index.

Base Inc: Splits Shares & Institutional Investors Are Taking Profits Amidst Slowing Growth