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

Seven & I Marches On in the US Despite Headwinds From Inflation

Seven & I Sale of Sogo Seibu Moves Closer

Seven & I (3382) | So What if Walmart Missed

Seven & I’s Response: Dispels Accusations But Gives in to ValueAct’s Demands

Activist Investor Requests Seven & I to Focus on 7-Eleven Convenience Store Business

Seven & I to Sell The Loss Making Department Store Business Amidst Pressure From Investors

Seven & I: Activist & Long Term Investors Riled Up Yet Again

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.

Event-Driven

<ul>
<li>Value Act’s investor activism campaign has already made more progress than any other investor activism campaign in the recent past.</li>
<li>There are many similarities between ValueAct's transformation plan and <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>'s letter to its shareholders, one might think the letter could be minutes from a meeting.</li>
<li>Therefore, we see no reason to get frustrated over the lack of tangible developments, as the management is fully on board and things are moving on nicely behind the scenes.</li>
</ul>


Value Act’s investor activism campaign has already made more progress than any other investor activism campaign in the recent past.
There are many similarities between ValueAct's transformation plan and Seven &amp; I Holdings (3382 JP)'s letter to its shareholders, one might think the letter could be minutes from a meeting.
Therefore, we see no reason to get frustrated over the lack of tangible developments, as the management is fully on board and things are moving on nicely behind the scenes.


Seven & I Holdings

Seven & I Investor Activism Update