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.

Event-Driven

<p><a href="https://www.smartkarma.com/entities/coca-cola-european-partners" target="_blank" data-smartkarma-citation="entities:29709:1" rel="noopener">Coca-Cola European Partners (CCEP US)</a> announced an improved best and final takeover offer of <a target="_blank">A$13.50 per share </a>(previous offer: A$12.75 per share, adjusted for 2H20 dividends paid) for 69.2% of <a href="https://www.smartkarma.com/entities/coca-cola-amatil-ltd" target="_blank" data-smartkarma-citation="entities:675:1" rel="noopener">Coca Cola Amatil (CCL AU)</a>, held by shareholders other than The Coca-Cola Company.</p><p>Coca-Cola Amatil shares rose 2.1% following the announcement to A$13.41 per share, just 9.0 cents below the takeover offer price, indicating that there may be minimum investor opposition.</p>

Coca-Cola European Partners (CCEP US) announced an improved best and final takeover offer of A$13.50 per share (previous offer: A$12.75 per share, adjusted for 2H20 dividends paid) for 69.2% of Coca Cola Amatil (CCL AU), held by shareholders other than The Coca-Cola Company.Coca-Cola Amatil shares rose 2.1% following the announcement to A$13.41 per share, just 9.0 cents below the takeover offer price, indicating that there may be minimum investor opposition.

Coca-Cola Amatil Takeover Offer Raised 5.9%, Seems Like a Done Deal