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Oshadhi Kumarasiri

Oshadhi Kumarasiri
Equity Analyst
LightStream Research

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bearishCainiao Smart Logistics27 Sep 2023 16:54

Cainiao Smart Logistics IPO: Lacks Viability as a Standalone Business

​Alibaba's logistics arm, Cainiao Smart Logistics, files for IPO to raise $1-2bn, but may face challenges due to reliance on outsourced services....

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bullishYakult Honsha27 Sep 2023 06:30
Smartkarma Originals

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

Japanese inflation peaked at 4.3% in January 2023 but decreased to 3.5%, 3.2%, 3.3%, 3.3%, and 3.2% in the following months. For most items except...

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bearishYamazaki Baking21 Sep 2023 06:30

Yamazaki Baking: Breads & Buns Buonce But Valuation Is a Stalemate

Yamazaki Baking's surging stock faces high expectations in 3Q23. With limited valuation upside, the risk-reward balance has tilted unfavorably for...

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bearishSeven & I Holdings19 Sep 2023 06:30

Seven & I: Challenging Guidance, The US Business Needs to Fire on All Cylinders

​Seven & I Holdings' share price has struggled since March 2023, with short-term optimism unlikely due to US business challenges and valuation risks.

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bullishRyohin Keikaku14 Sep 2023 21:02

Ryohin Keikaku: Big Moves Ahead with Strong FY24 Guidance

​Ryohin Keikaku's stock surged 45% after an earnings surprise. Anticipating another strong quarter and potentially higher FY24 guidance.

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