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

Luckin Coffee 3Q19 Quantamental Analysis: Price Hike Unjustified as Marginal Cost Improvements Fade

Luckin Coffee: A Quick Path to Profitability Possible but Unrealistic – Quantamental

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

<p>The price of coffee beans has risen sharply over the last few months as the world's biggest suppliers of coffee have cut their production forecasts for the next year. Meanwhile the worldwide demand for coffee continues to surge with Asia leading the way.</p>

The price of coffee beans has risen sharply over the last few months as the world's biggest suppliers of coffee have cut their production forecasts for the next year. Meanwhile the worldwide demand for coffee continues to surge with Asia leading the way.

Luckin Coffee: Recent Spike in Arabica Coffee Prices to Affect Margin Improvement