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 Post-IPO Trading & Valuation: Time to Get Out

Short Seller, Valiant Varriors Says Linklogis Is a Glorified Mortgage Broker

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><span><a href="https://www.smartkarma.com/entities/linklogis" target="_blank" data-smartkarma-citation="entities:31126:1" rel="noopener">Linklogis (9959 HK)</a> debunked the allegations of the short seller Valiant Varriors, stating that the allegations are groundless and contains various misrepresentations, false allegations, and obvious factual errors. However, we believe the company’s statement fails to address the main point laid out by the short seller’s report which states that the company is nothing but a glorified mortgage broker trading at tech multiple.</span></p>

Linklogis (9959 HK) debunked the allegations of the short seller Valiant Varriors, stating that the allegations are groundless and contains various misrepresentations, false allegations, and obvious factual errors. However, we believe the company’s statement fails to address the main point laid out by the short seller’s report which states that the company is nothing but a glorified mortgage broker trading at tech multiple.

Linklogis Responds to Valiant Varriors: Valiant Effort But Fails to Address the Elephant in the Room