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

Fragility and Resilience Screening System

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.

Quantitative Analysis

<ul>
<li>As a part of “Smartkarma Originals” initiative, we developed separate screening systems - <a href="https://www.smartkarma.com/insights/fragility-and-resilience-screening-system" target="_blank" rel="noopener">Fragility and Resilience Screening System</a> in May 2020, to identify the potential bankruptcy candidates and the most resilient companies.</li>
<li>2020 was a year like no other. As the year 2020 draws to a close, we test the effectiveness of our screening system and update the bankruptcy screening files to identify new bankruptcy targets of 2021.</li>
</ul>


As a part of “Smartkarma Originals” initiative, we developed separate screening systems - Fragility and Resilience Screening System in May 2020, to identify the potential bankruptcy candidates and the most resilient companies.
2020 was a year like no other. As the year 2020 draws to a close, we test the effectiveness of our screening system and update the bankruptcy screening files to identify new bankruptcy targets of 2021.


Bankruptcy Monitor: May-December 2020 Update