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

Calbee – Price Hikes Are Appealing to Institutional Investors

Calbee – Price Hikes to Deliver Upside As Buybacks Provide Downside Protection

Calbee’s FY24 OP Is Bound to Exceed ¥30.0bn

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

<ul>
<li>After failing to take <a href="https://www.smartkarma.com/entities/calbee-inc" target="_blank" data-smartkarma-citation="entities:17054:1" rel="noopener">Calbee Inc (2229 JP)</a> forward for 4+ years, CEO Mr. Shuji Ito is retiring at the end of the next quarter.</li>
<li>He is being replaced by the current COO and the former EVP of Calbee’s Overseas business Mr. Makoto Ehara.</li>
<li>From what he has done since he was appointed the COO and in the Overseas business, we are hopeful that he will turn Calbee’s fortunes around in the medium term.</li>
</ul>


After failing to take Calbee Inc (2229 JP) forward for 4+ years, CEO Mr. Shuji Ito is retiring at the end of the next quarter.
He is being replaced by the current COO and the former EVP of Calbee’s Overseas business Mr. Makoto Ehara.
From what he has done since he was appointed the COO and in the Overseas business, we are hopeful that he will turn Calbee’s fortunes around in the medium term.


Calbee: New CEO Seems Ready To Make Necessary Action