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

Premier Anti-Aging: Up More than 300%, But Remains Undervalued on Fundamentals

Premier Anti-Aging Company:  Getting to an Interesting Level

Premier Anti-Aging: DUO’s Time Is Done, But CANADEL & Clayence Is Taking the Company Forward

Premier Anti-Aging Company Ageing Gracefully

Premier Anti-Aging Company’s Duo Black Taking the Market by Storm

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><a href="https://www.smartkarma.com/entities/premier-anti-aging-co-ltd" target="_blank" data-smartkarma-citation="entities:34292:1" rel="noopener">Premier Anti-Aging (4934 JP)</a> is a relatively small Japanese cosmetics company with a limited number of brands focusing on the skin cleansing segment. The company’s shares rose more than 350% from the IPO price during its first year on the mothers section of the Tokyo Stock Exchange. This was mainly driven by the excellent performance of Premier Anti-Aging’s main brand “Duo”, whose average monthly sales doubled from the pre-COVID level.</p><p>Having previously analysed the growth prospects of the “Duo” brand; <a href="https://www.smartkarma.com/insights/premier-anti-aging-company-s-duo-black-taking-the-market-by-storm" target="_blank" rel="noopener">Premier Anti-Aging Company’s Duo Black Taking the Market by Storm</a>, this insight takes a look at Premier Anti-Aging’s three supporting brands, which together generated around 15% of the company total revenue in 4QFY21.</p>

Premier Anti-Aging (4934 JP) is a relatively small Japanese cosmetics company with a limited number of brands focusing on the skin cleansing segment. The company’s shares rose more than 350% from the IPO price during its first year on the mothers section of the Tokyo Stock Exchange. This was mainly driven by the excellent performance of Premier Anti-Aging’s main brand “Duo”, whose average monthly sales doubled from the pre-COVID level.Having previously analysed the growth prospects of the “Duo” brand; Premier Anti-Aging Company’s Duo Black Taking the Market by Storm, this insight takes a look at Premier Anti-Aging’s three supporting brands, which together generated around 15% of the company total revenue in 4QFY21.

Premier Anti-Aging Company: Sitrana & Canadel Can Become Strong Second-Tier Brands