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

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

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<li>China has announced that it will allow couples to have up to three children, after census data showed a steep decline in birth rates. In a series of insights, we look at the Japanese companies that are bound to benefit from this policy shift.</li>
<li>The most direct beneficiary of this policy change is the Japanese baby and childcare company <a href="https://www.smartkarma.com/entities/pigeon-corp" target="_blank" data-smartkarma-citation="entities:3294:1" rel="noopener">Pigeon Corp (7956 JP)</a>, whose share price is up 1.5% this week since the announcement.</li>
</ul>


China has announced that it will allow couples to have up to three children, after census data showed a steep decline in birth rates. In a series of insights, we look at the Japanese companies that are bound to benefit from this policy shift.
The most direct beneficiary of this policy change is the Japanese baby and childcare company Pigeon Corp (7956 JP), whose share price is up 1.5% this week since the announcement.


China’s Three Child Policy Beneficiaries Part 1: Pigeon Corporation