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

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

The Week That Was in ASEAN@Smartkarma - BNI Is Happening, Indonesian Hospitals, and the PSE

Monde Nissin Is Attracting a Lot of Long Only Funds

Monde Nissin IPO: A Discounted Way Into Fast Growing Alternative Meat

Monde Nissin IPO: Likely to Pop Like Beyond Meat

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

<ul>
<li>
<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> received necessary approvals from the Philippine Stock Exchange and the Securities and Exchange Commission for an IPO that could fetch over US$1.3bn at the indicated offer price of P17.50 per share.</li>
<li>The final offer price will be determined on 18th May 2021 after the completion of the book-building process. The offer period will commence on 24th May and end on 28th May 2021. The listing date is still tentative, and it will most likely fall on 7th June 2021.</li>
<li>We have previously expressed our desire to subscribe to this IPO in <a href="https://www.smartkarma.com/insights/monde-nissin-ipo-a-discounted-way-into-fast-growing-alternative-meat" target="_blank" rel="noopener">Monde Nissin IPO: A Discounted Way Into Fast Growing Alternative Meat</a> and <a href="https://www.smartkarma.com/insights/monde-nissin-ipo-likely-to-pop-like-beyond-meat" target="_blank" rel="noopener">Monde Nissin IPO: Likely to Pop Like Beyond Meat</a>.</li>
<li>We take a look a look at Monde Nissin’s IPO valuation in details below.</li>
</ul>



Monde Nissin Corp (0191881D PM) received necessary approvals from the Philippine Stock Exchange and the Securities and Exchange Commission for an IPO that could fetch over US$1.3bn at the indicated offer price of P17.50 per share.
The final offer price will be determined on 18th May 2021 after the completion of the book-building process. The offer period will commence on 24th May and end on 28th May 2021. The listing date is still tentative, and it will most likely fall on 7th June 2021.
We have previously expressed our desire to subscribe to this IPO in Monde Nissin IPO: A Discounted Way Into Fast Growing Alternative Meat and Monde Nissin IPO: Likely to Pop Like Beyond Meat.
We take a look a look at Monde Nissin’s IPO valuation in details below.


Monde Nissin IPO Valuation: Offered at a Decent Discount