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

Oriental Land: A Storm Brewing from Activist Coalition

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Oriental Land: Approaching the Tipping Point

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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

<ul>
<li>In 3QFY24, <a href="https://www.smartkarma.com/entities/oriental-land-co-ltd" target="_blank" data-smartkarma-citation="entities:13517:1" rel="noopener">Oriental Land (4661 JP)</a>'s revenue may fall short of the consensus estimate by approximately 3%, and its OP could be about 6% below the consensus.</li>
<li>Despite revising up its annual guidance in October 2023, the share price has not surpassed its previous highs since June of last year.</li>
<li>As such, a minor deviation from consensus, as we anticipate, has the potential to significantly impact price perfromance.</li>
</ul>


In 3QFY24, Oriental Land (4661 JP)'s revenue may fall short of the consensus estimate by approximately 3%, and its OP could be about 6% below the consensus.
Despite revising up its annual guidance in October 2023, the share price has not surpassed its previous highs since June of last year.
As such, a minor deviation from consensus, as we anticipate, has the potential to significantly impact price perfromance.


Oriental Land

Oriental Land: Earnings Preview