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

2021 High Conviction - Seven & I Holdings: The March for America

Seven & I Holdings: OP Beats Could Continue into 4QFY21

Seven & I to Close Barney’s New York Shinjuku

Speedway Acquisition: Buy the Dip as Valuation Falls Near Five-Year Low

Seven & I Acquires Speedway for $21 Billion: Expensive but Necessary 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.

Event-Driven

<p>Reuters reported last week that <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> is planning to sell 300 of the 3,900 gas stations it acquired from Marathon Petroleum in August 2020, to remove the overlap of stores between 7-Eleven and Speedway. According to one of the sources, Seven &amp; I has appointed Nomura to find potential buyers and TDR Capital which lost out to Seven &amp; I in the race for Speedway is expected to make an offer for the 300 gas stations.</p>

Reuters reported last week that Seven &amp; I Holdings (3382 JP) is planning to sell 300 of the 3,900 gas stations it acquired from Marathon Petroleum in August 2020, to remove the overlap of stores between 7-Eleven and Speedway. According to one of the sources, Seven &amp; I has appointed Nomura to find potential buyers and TDR Capital which lost out to Seven &amp; I in the race for Speedway is expected to make an offer for the 300 gas stations.

EV/OPが過去最低水準に下落：スピードウェイ買収でセブン＆アイの燃料補給のチャンス