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 Cloud: Near-Zero Dollars Valuation Is Not Entirely Impossible

Alibaba: How Much Core Market Share Loss Has Been Priced In?

International Commerce Retail: Lazada & AliExpress Are Losing Their Battles with Shopee

Few Points to Consider Before Bottom Fishing Chinese Tech

Alibaba: Cloud Is on the Offence to Secure Its Dominant Status in APAC Through an $1.0bn Investment

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><a href="https://www.smartkarma.com/entities/alibaba-group" target="_blank" data-smartkarma-citation="entities:28434:1" rel="noopener">Alibaba Group (9988 HK)</a> shares dropped 1.35% yesterday despite an OP beat of 17.6% as 1QFY22 wasn’t the blowout results that were needed to overturn Alibaba’s recent weaknesses due to regulatory crackdowns focusing on the Chinese tech sector.</p>

Alibaba Group (9988 HK) shares dropped 1.35% yesterday despite an OP beat of 17.6% as 1QFY22 wasn’t the blowout results that were needed to overturn Alibaba’s recent weaknesses due to regulatory crackdowns focusing on the Chinese tech sector.

Core-Commerce Grows at The Expense of Margins, Cloud Profitability Goes Down the Drain