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

Linklogis IPO Valuation: Offer Multiples Are Not Cheap, Still Room For Upside on Trading Debut

Linklogis IPO: Singapore Digital Banking Could Fetch Billions of Dollars in Valuation

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

<a href="https://www.smartkarma.com/entities/linklogis" target="_blank" data-smartkarma-citation="entities:31126:1" rel="noopener">Linklogis (LINK HK)</a> is China’s number one supply chain finance technology service provider, processing RMB 163.8bn supply chain finance transactions, accounting to a market share of 20.6% in 2020.Linklogis is backed by Tencent, CITIC Capital, Loyal Valley Capital, GIC and Standard Chartered Bank (Hong Kong) Limited, which hold approximately 18.89%, 12.03%, 11.92%, 9.20% and 3.61%, of the company’s pre-IPO share capital respectively.The company’s Hong Kong IPO could raise around $1.0bn, according to press reports and offers investors an enticing opportunity to access two of the most sought-after investment trends (SaaS and Singapore Digital Banking) in recent months.

Linklogis (LINK HK) is China’s number one supply chain finance technology service provider, processing RMB 163.8bn supply chain finance transactions, accounting to a market share of 20.6% in 2020.Linklogis is backed by Tencent, CITIC Capital, Loyal Valley Capital, GIC and Standard Chartered Bank (Hong Kong) Limited, which hold approximately 18.89%, 12.03%, 11.92%, 9.20% and 3.61%, of the company’s pre-IPO share capital respectively.The company’s Hong Kong IPO could raise around $1.0bn, according to press reports and offers investors an enticing opportunity to access two of the most sought-after investment trends (SaaS and Singapore Digital Banking) in recent months.

Linklogis IPO: Striking The Hottest Investment Trends – SaaS & Singapore Digital Banking