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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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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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bearishOriental Land
29 Jan 2024 16:10

Oriental Land: Earnings Preview

Despite last quarter's raised guidance, Oriental Land's share price hasn't exceeded its peak from June 2023, hinting that even a minor miss this...

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15 Jan 2024 14:09

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

​Seven & I Holdings announces major acquisition of 204 convenience stores in the US for $950m, aiming to retain overseas investors and prevent...

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bullishFast Retailing
11 Jan 2024 21:03

Fast Retailing: 1QFY24 Earnings

​Fast Retailing's Q1 results exceeded expectations, with Uniqlo Int showing strong growth in regions expected to underperform and Uniqlo Japan...

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