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: ValueAct's Proposals Unlikely to Be Considered, Investor Activism Effectively Over

Seven & I: 7-Eleven US Poses Challenges for FY24 Guidance

Seven & I Merger of FMCG Arms Signals Focus on Food – And Its All Good News

Seven & I: Earnings Peak and Valuation Multiples Nearing Breaking Point

Seven & I: Founder's Death Fuels Value Act's Activism, Angers The Board, Reduces Short Thesis Risk

Seven & I: Activist ValueAct Seeking a Spin-Off of The US Business

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>The relationship between Value Act 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> has become toxic due to Value Act's opportunistic behaviour after the passing of the Seven &amp; I founder.</li>
<li>Seven &amp; I and Value Act have been exchanging letters more frequently, with recent ones taking on an angry tone, especially from Seven &amp; I’s side.</li>
<li>Value Act's attempt to block the reappointment of experienced directors could cause long-term value disruption, especially if their goal is to pressure a spinoff of the convenience store business.</li>
</ul>


The relationship between Value Act and Seven &amp; I Holdings (3382 JP) has become toxic due to Value Act's opportunistic behaviour after the passing of the Seven &amp; I founder.
Seven &amp; I and Value Act have been exchanging letters more frequently, with recent ones taking on an angry tone, especially from Seven &amp; I’s side.
Value Act's attempt to block the reappointment of experienced directors could cause long-term value disruption, especially if their goal is to pressure a spinoff of the convenience store business.


Seven & I Holdings

Seven & I: Investor Activism Update