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 Group's New Carbon Neutrality Plan Is a Silver Lining, But Not a Silver Bullet

Alibaba: The Commerce Segment Weakens Amidst Government Scrutiny

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

International Commerce Retail: Lazada & AliExpress Are Losing Their Battles with Shopee

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>We have been highlighting some potentially devastating risks relating to Alibaba’s cloud business.</li>
<li>Yesterday, Chinese regulators announced that it decided to suspend the cybersecurity deal with Alibaba over failure to promptly report and address cybersecurity vulnerabilities.</li>
<li>With that, we are starting to think that our worst fears are coming true and a near-zero valuation to Alibaba’s cloud business seems highly possible.</li>
</ul>


We have been highlighting some potentially devastating risks relating to Alibaba’s cloud business.
Yesterday, Chinese regulators announced that it decided to suspend the cybersecurity deal with Alibaba over failure to promptly report and address cybersecurity vulnerabilities.
With that, we are starting to think that our worst fears are coming true and a near-zero valuation to Alibaba’s cloud business seems highly possible.


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