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: A Detailed Look at the SOTP, and What that Tells Us About the Ant Group and Core Commerce

Alibaba (BABA US): Ant Group Woes Overly Priced-In

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

The Launch of Douyin Pay: A Double Blow for Alibaba

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>Yesterday, China's competition regulator, the State Administration for Market Regulation (SAMR), formally approved the draft anti-monopoly law released in November 2020 to tighten restrictions faced by the tech giants. In this insight, we revisit the impact of the anti-monopoly law on <a href="https://www.smartkarma.com/entities/alibaba-group" target="_blank" data-smartkarma-citation="entities:28434:1" rel="noopener">Alibaba Group (9988 HK)</a>.</p><div style="text-align: left;" class="content-caption"><a href="http://www.samr.gov.cn/xw/zj/202102/t20210207_325968.html" target="_blank" rel="noopener">http://www.samr.gov.cn/xw/zj/202102/t20210207_325968.html</a></div>

Yesterday, China's competition regulator, the State Administration for Market Regulation (SAMR), formally approved the draft anti-monopoly law released in November 2020 to tighten restrictions faced by the tech giants. In this insight, we revisit the impact of the anti-monopoly law on Alibaba Group (9988 HK).http://www.samr.gov.cn/xw/zj/202102/t20210207_325968.html

Alibaba Group Holding

Alibaba: Superiority Threatened