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

Monde Nissin Is Attracting a Lot of Long Only Funds

Monde Nissin IPO Valuation: Offered at a Decent Discount

Monde Nissin IPO: A Discounted Way Into Fast Growing Alternative Meat

Monde Nissin IPO: Likely to Pop Like Beyond Meat

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 Capital Markets

<p>We are positive about the <a href="https://www.smartkarma.com/entities/monde-nissin-corp" target="_blank" data-smartkarma-citation="entities:32188:1" rel="noopener">Monde Nissin Corp (0191881D PM)</a> IPO due to two main reasons. The cash cow, the APAC food and beverage business, generate steady earnings growth and sufficient cash flows to pay a decent dividend and facilitate investments in the fast-growing alternative meat business.</p><p>The second reason and perhaps the most important in determining the fair value of Monde Nissin is its exposure to the fast-growing meat alternatives market.  We look at Monde Nissin’s Alternative Meat Brand Quorn in details below.</p>

We are positive about the Monde Nissin Corp (0191881D PM) IPO due to two main reasons. The cash cow, the APAC food and beverage business, generate steady earnings growth and sufficient cash flows to pay a decent dividend and facilitate investments in the fast-growing alternative meat business.The second reason and perhaps the most important in determining the fair value of Monde Nissin is its exposure to the fast-growing meat alternatives market.  We look at Monde Nissin’s Alternative Meat Brand Quorn in details below.

A Quick Run Through Technology & The Business Model of Monde Nissin’s Alternative Meat Brand "Quorn"