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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

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>Jack Ma’s internet empire has been in disarray recently. It began when Chinese regulators halted the $35 billion IPO of <a href="https://www.smartkarma.com/entities/alibaba-group" target="_blank" data-smartkarma-citation="entities:28434:1" rel="noopener">Alibaba Group (9988 HK)</a> spinoff, <a href="https://www.smartkarma.com/entities/ant-financial-services-group" target="_blank" data-smartkarma-citation="entities:24240:1" rel="noopener">Ant Group (6688 HK)</a>, the world's largest financial technology company.</li>
<li>Earlier in the month, China’s top antitrust watchdog, The State Administration for Market Regulation (SAMR), fined Alibaba RMB 500,000 for not making adequate declarations to authorities about past acquisitions.</li>
<li>Last week, SAMR filled an investigation into Alibaba’s suspected monopolistic practices and The People's Bank of China ordered Ant group to formulate a rectification plan and an implementation timetable to comply with new regulatory and anti-monopoly requirements.</li>
</ul>


Jack Ma’s internet empire has been in disarray recently. It began when Chinese regulators halted the $35 billion IPO of Alibaba Group (9988 HK) spinoff, Ant Group (6688 HK), the world's largest financial technology company.
Earlier in the month, China’s top antitrust watchdog, The State Administration for Market Regulation (SAMR), fined Alibaba RMB 500,000 for not making adequate declarations to authorities about past acquisitions.
Last week, SAMR filled an investigation into Alibaba’s suspected monopolistic practices and The People's Bank of China ordered Ant group to formulate a rectification plan and an implementation timetable to comply with new regulatory and anti-monopoly requirements.


習近平の標的、ジャック・マー氏：アリババが巻き添え被害に遭う可能性も