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

Ant Group Overhaul: Difficult to Rule Out Further Government Interventions

K-Bank Vs. Kakao Bank: A Big Change in New Customers Driven by Cryptos

Toss Bank - Receives Final Govt Approval to Become the 3rd Internet Bank in Korea

The Launch of Douyin Pay: A Double Blow for Alibaba

Jack Ma in Xi’s Crosshairs: Alibaba Could Be Collateral Damage

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><a href="https://www.smartkarma.com/entities/alibaba-group" target="_blank" data-smartkarma-citation="entities:28434:1" rel="noopener">Alibaba Group (9988 HK)</a> has come under intense scrutiny from Chinese regulators since Jack Ma’s public criticism of China’s regulatory systems. The latest episode of Jack Ma Vs Xi &amp; The Communist Party ended yesterday with The State Administration for Market Regulation (SAMR) imposing a fine of RMB 18.2bn for violating anti-monopoly rules.</p>

Alibaba Group (9988 HK) has come under intense scrutiny from Chinese regulators since Jack Ma’s public criticism of China’s regulatory systems. The latest episode of Jack Ma Vs Xi &amp; The Communist Party ended yesterday with The State Administration for Market Regulation (SAMR) imposing a fine of RMB 18.2bn for violating anti-monopoly rules.

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