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

Pre-IPO | Kalyan Jewelers: Nothing Differentiated and Nowhere Near to Market Leader Tanishq

Kalyan Jewellers IPO: Hedges The Equity Exposure of Those Who Fear an Impending Stock Market Crash

Kalyan Jewellers IPO: Not a Gold Rush But Could Be a Time-Tested Investment Like Gold It Self

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 Capital Markets

Kalyan Jewellers / Equity Capital Markets

<p><a href="https://www.smartkarma.com/entities/kalyan-jewellers" target="_blank" data-smartkarma-citation="entities:29714:1" rel="noopener">Kalyan Jewellers (KALYAN IN)</a> is one of the largest jewellery companies with around 107 showrooms across India and around 30 more in the Middle East. In our previous insight, we discussed India’s gold jewellery retail industry and how industry growth could flow through to the company. In this insight, we will analyse the company’s historical performance, along with our expectations of future growth.</p>

Kalyan Jewellers (KALYAN IN) is one of the largest jewellery companies with around 107 showrooms across India and around 30 more in the Middle East. In our previous insight, we discussed India’s gold jewellery retail industry and how industry growth could flow through to the company. In this insight, we will analyse the company’s historical performance, along with our expectations of future growth.

Kalyan Jewellers IPO: In a Recovery Following a Strategy Mishap