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

BABA HK Mega Bullish Pattern Building Energy for a Breakout

Few Points to Consider Before Bottom Fishing Chinese Tech

Alibaba Fined RMB 18.2bn: May Not Be The Season Finale of Ma Vs Xi

Ant Group Overhaul: Difficult to Rule Out Further Government Interventions

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

<p>Earlier this week, <a href="https://www.smartkarma.com/entities/alibaba-group" target="_blank" data-smartkarma-citation="entities:28434:1" rel="noopener">Alibaba Group (9988 HK)</a> unveiled a plan to invest US$ 1.0bn in Alibaba Cloud, focusing on the development of the cloud business in the APAC region. This comes after Byte Dance dropped Alibaba cloud services from its international businesses amidst concerns over data security and privacy raised by the US government. According to Ciaxin, the lost contract is worth around US$ 800m per year, around 9% of Alibaba Cloud’s annual revenue in FY21.</p>

Earlier this week, Alibaba Group (9988 HK) unveiled a plan to invest US$ 1.0bn in Alibaba Cloud, focusing on the development of the cloud business in the APAC region. This comes after Byte Dance dropped Alibaba cloud services from its international businesses amidst concerns over data security and privacy raised by the US government. According to Ciaxin, the lost contract is worth around US$ 800m per year, around 9% of Alibaba Cloud’s annual revenue in FY21.

Alibaba: Cloud Is on the Offence to Secure Its Dominant Status in APAC Through an $1.0bn Investment