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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

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 Capital Markets

Just months after the successful secondary listing of Alibaba shares on the Hong Kong stock exchange, a number of overseas listed Chinese companies are now considering listing their shares on a stock exchange closer to home. There are about 200 Chinese companies listed in the US with about 30 of them having the possibility of meeting the listing criteria set out by the Hong Kong stock exchange.A Chinese media report published yesterday (6th January 2019) confirmed that the US listed Chinese search engine Baidu has completed an internal assessment for a secondary listing on the Hong Kong stock exchange. Although Baidu has declined to comment, on the matter, the new article says that the company was planning on a secondary listing in Hong Kong for some time. It also says that the progress of Baidu’s secondary listing will be faster than Ctrip and NetEase. Several media sources reported last week that Ctrip and NetEase had discussions with the Hong Kong stock exchange regarding their secondary listings.

Just months after the successful secondary listing of Alibaba shares on the Hong Kong stock exchange, a number of overseas listed Chinese companies are now considering listing their shares on a stock exchange closer to home. There are about 200 Chinese companies listed in the US with about 30 of them having the possibility of meeting the listing criteria set out by the Hong Kong stock exchange.A Chinese media report published yesterday (6th January 2019) confirmed that the US listed Chinese search engine Baidu has completed an internal assessment for a secondary listing on the Hong Kong stock exchange. Although Baidu has declined to comment, on the matter, the new article says that the company was planning on a secondary listing in Hong Kong for some time. It also says that the progress of Baidu’s secondary listing will be faster than Ctrip and NetEase. Several media sources reported last week that Ctrip and NetEase had discussions with the Hong Kong stock exchange regarding their secondary listings.

Baidu Considering a Secondary Listing in Hong Kong