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

Monde Nissin: Price Volatility Following Earnings Is an Opportunity

Monde Nissin Is Attracting a Lot of Long Only Funds

A Quick Look at Monde Nissin’s Valuation at The New Offer Price of P13.50 Per Share

A Quick Run Through Technology & The Business Model of Monde Nissin’s Alternative Meat Brand "Quorn"

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

An analysis of past IPOs on the Philippines Stock Exchange shows that very few stocks have had strong openings offering over 50% upside on the first few trading days. However, IPOs in the Philippines have generally performed well after a relatively stable first two months.
Therefore, a strong opening for <a href="https://www.smartkarma.com/entities/monde-nissin-corp" target="_blank" data-smartkarma-citation="entities:32188:1" rel="noopener">Monde Nissin Corp (0191881D PM)</a> shares on tomorrow’s PSE debut (1st July 2021) is not guaranteed, even though the offer has attracted significant interest from many long-only investors. Nevertheless, we think investors should not be disappointed, as Monde Nissin is likely to offer robust long-term returns.

An analysis of past IPOs on the Philippines Stock Exchange shows that very few stocks have had strong openings offering over 50% upside on the first few trading days. However, IPOs in the Philippines have generally performed well after a relatively stable first two months.
Therefore, a strong opening for Monde Nissin Corp (0191881D PM) shares on tomorrow’s PSE debut (1st July 2021) is not guaranteed, even though the offer has attracted significant interest from many long-only investors. Nevertheless, we think investors should not be disappointed, as Monde Nissin is likely to offer robust long-term returns.

Monde Nissin

Monde Nissin IPO: First Day Trading