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Oshadhi Kumarasiri

Oshadhi Kumarasiri
Equity Analyst
LightStream Research

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Japan Equity Bottom-Up Equity Capital Markets
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bullishFast Retailing
27 Mar 2024 17:48

Fast Retailing: Earnings Preview

Despite expecting a strong earnings beat, concerns over high valuations and index issues make us cautious about trading Fast Retailing in the...

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12 Mar 2024 13:29
Smartkarma Originals

APAC Luxury Industry Series Update: The Growth of Luxury Travel Unmatched by Dull Share Prices

While travel has rebounded to pre-pandemic levels, Shiseido's Travel Retail struggles, yet Minor International and Mandarin Oriental are showing...

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bearishSea
05 Mar 2024 16:55

Sea Ltd: No Nearer to Stable Profitability Than Before

​Sea (SE US) has gone through growth and cost-cutting phases, but struggles to achieve stable profitability due to unchanged marketing efficiency...

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09 Feb 2024 11:30
Smartkarma Originals

Japan Consumer Staples Update: Inflation Looks a Blessing in Disguise for Those with Pricing Power

Inflation in Japan has been on a decline over the year, reaching 2.6% in December 2023 after peaking at 4.3% twelve months prior.

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bearishOriental Land
06 Feb 2024 19:31

Oriental Land: A Storm Brewing from Activist Coalition

​Activist investor Elliott Management urges Mitsui Fudosan to sell its stake in Oriental Land, potentially benefiting Palliser in its challenge...

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