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

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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>After raising full-year guidance in 3QFY22 due to stronger than expected performance in the overseas business, Seven &amp; I is scheduled to release the fourth-quarter results on 7th April 2022.</li>
<li>Domestic performance has been relatively stable, but 7-Eleven Inc should outperform expectations in the US through the yen depreciation and rising fuel retail margins.</li>
<li>Thus, we would buy <a href="https://www.smartkarma.com/entities/seven-i-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:1041:1" rel="noopener">Seven &amp; I Holdings (3382 JP)</a> leading up to earnings expecting substantial upside on a potentially large earnings beat.</li>
</ul>


After raising full-year guidance in 3QFY22 due to stronger than expected performance in the overseas business, Seven &amp; I is scheduled to release the fourth-quarter results on 7th April 2022.
Domestic performance has been relatively stable, but 7-Eleven Inc should outperform expectations in the US through the yen depreciation and rising fuel retail margins.
Thus, we would buy Seven &amp; I Holdings (3382 JP) leading up to earnings expecting substantial upside on a potentially large earnings beat.


Seven & I: Going Strong in Overseas, Another Beat On the Cards