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 Cloud: Exit of Senior Leadership Arouse Suspicion

Alibaba’s Sum of the Parts Valuation:  Why the Initial Excitement May Be Overblown

Alibaba Cloud - On Path to Fetch Zero Dollar Valuation

Alibaba: Post Earnings Price Reaction Confirms Investors Are Worried Of a Fading Core-Business

Alibaba: A Mediocre Beat Won't Nullify Escalating US-China Tensions & A Deteriorating Core Business

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>
<a href="https://www.smartkarma.com/entities/alibaba-group-holding-ltd" target="_blank" data-smartkarma-citation="entities:787:1" rel="noopener">Alibaba (ADR) (BABA US)</a> Cloud will cut prices for its elastic computing services using Arm and Intel-based chips by 15-20% and Nvidia's V100 and T4 graphics processing units by 41-47%.</li>
<li>It seems like the company is trying to combat increasing competition in the only way it knows how, by further subsidizing its already-subsidized cloud services.</li>
<li>Price may not be the main reason for companies to avoid using <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 services. Government initiatives to nationalize the cloud-computing market could be a bigger factor.</li>
</ul>



Alibaba (ADR) (BABA US) Cloud will cut prices for its elastic computing services using Arm and Intel-based chips by 15-20% and Nvidia's V100 and T4 graphics processing units by 41-47%.
It seems like the company is trying to combat increasing competition in the only way it knows how, by further subsidizing its already-subsidized cloud services.
Price may not be the main reason for companies to avoid using Alibaba Group (9988 HK)'s Cloud services. Government initiatives to nationalize the cloud-computing market could be a bigger factor.


Alibaba Cloud: Faces Nationalization Threat, IPO Prospects Remain Dim