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

Alibaba: May Be a Good Time to Double Down On Shorts With 4QFY22 Set For Another Disappointment

Alibaba: 4QFY22 Beats Consensus but Disappointments Could Be Around the Corner

Kakao Pay Block Sale: It Seems Alibaba Is Liquidating Investments to Fund Loss Making Ventures

Alibaba Cloud: Near-Zero Dollars Valuation Is Not Entirely Impossible

Alibaba: Rumoured Layoffs Could Be a Sign of The Company Running Out of Funding Sources

Alibaba Cloud’s Zero Dollars Valuation Look Realistic With The Suspension of The Cybersecurity Deal

Alibaba: A Long Way Down Already and a Lot More to Go

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

Alibaba Group Holding  / Equity Bottom-Up

<ul>
<li>Over the last year, we have highlighted some extremely damaging risks to <a href="https://www.smartkarma.com/entities/alibaba-group" target="_blank" data-smartkarma-citation="entities:28434:1" rel="noopener">Alibaba Group (9988 HK)</a>’s cloud business.</li>
<li>The exit of senior leadership, right before the data migration deadline and the cybersecurity deal reassessment, arouse suspicion.</li>
<li>We suspect Alibaba could be using this “leadership reshuffle” to hide the reality of the Cloud business from investors.</li>
</ul>


Over the last year, we have highlighted some extremely damaging risks to Alibaba Group (9988 HK)’s cloud business.
The exit of senior leadership, right before the data migration deadline and the cybersecurity deal reassessment, arouse suspicion.
We suspect Alibaba could be using this “leadership reshuffle” to hide the reality of the Cloud business from investors.


Alibaba Cloud: Exit of Senior Leadership Arouse Suspicion