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

Seven & I Letting Go of Ito-Yokado at Last?

Seven & I's Ito-Yokado Hopes Branded Deli Will Boost Recovery

MEGA M&A! 7&I (3382 JP) Gets Non-Binding Bid from Alimentation Couche-Tard (ATD CN)

Seven & I Ventures Down Under with 7-Eleven Australia Acquisition

Seven & I Spends Another $950mn on Acquisitions, A Possible Defense Against Investor Activism

Seven & I: Unimpressive Results & Potential Investor Exodus Amidst Superstore Transformation

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.

Event-Driven

<ul>
<li>Value Act's recent statement might suggest that they have prevailed and <a href="https://www.smartkarma.com/entities/seven-i-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:1041:1" rel="noopener">Seven &amp; I Holdings (3382 JP)</a> has yielded to their demands. However, the reality might be less straightforward.</li>
<li>Value Act sought new market expansion, but Seven &amp; I is focused on reinforcing its presence in existing, well-established markets.</li>
<li>Given Value Act's impatience, their acceptance of Seven &amp; I's plan for a 2026 Super Stores IPO, contingent on a business transformation, is unexpected.</li>
</ul>


Value Act's recent statement might suggest that they have prevailed and Seven &amp; I Holdings (3382 JP) has yielded to their demands. However, the reality might be less straightforward.
Value Act sought new market expansion, but Seven &amp; I is focused on reinforcing its presence in existing, well-established markets.
Given Value Act's impatience, their acceptance of Seven &amp; I's plan for a 2026 Super Stores IPO, contingent on a business transformation, is unexpected.


Investor Activism Update: Seven & I Sets the Path in Investor Activism Battle