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

GOME Retail: No More Going Concern Issues

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>
<a href="https://www.smartkarma.com/entities/gome-retail-holdings-ltd" target="_blank" data-smartkarma-citation="entities:170:1" rel="noopener">Gome Electrical Appliances (493 HK)</a>’s founder has vowed to bring “Gome” to its past glory after his release from prison earlier in the year.</li>
<li>He plans to take the fight to big EC players through expanding the Gome ecosystem using his personal wealth.</li>
<li>Gome Retail has nothing to lose from the founder’s ambitious plans. Trading just 6.3% above the past five-year low, risks rewards are quite attractive.</li>
</ul>



Gome Electrical Appliances (493 HK)’s founder has vowed to bring “Gome” to its past glory after his release from prison earlier in the year.
He plans to take the fight to big EC players through expanding the Gome ecosystem using his personal wealth.
Gome Retail has nothing to lose from the founder’s ambitious plans. Trading just 6.3% above the past five-year low, risks rewards are quite attractive.


GOME Retail: A Homecoming Gift From The Founder

GOME Retail Holdings

GOME Retail: A Homecoming Gift From The Founder