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

🇯🇵 JAPAN • Results & Revisions 6th August - Nintendo, Yamada Denki, Terumo, Toyota, Shiseido

🇯🇵 JAPAN • Results & Revisions 7th August - MS&AD, Mixi, SMC, Otsuka, Kyoritsu M, Hoshizaki, HDS

🇯🇵 JAPAN • Results & Revisions 11th August - Softbank, NTT, Workman, Matsu'kiyo,

Japanese Cosmetics Industry Statistics- May 2020: China Recovers While Domestic Demand Deteriorates

Shiseido 4Q19 Earnings Preview: Results Likely to Be More In Line with Guidance than Consensus

Shiseido 1Q20 Earnings Preview: Market More Cautious than Consensus

Japanese Cosmetics Statistics: 1Q20 Earnings Is Just a Preview, Expect the Worst in 2Q20

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/shiseido-company-limited" target="_blank" data-smartkarma-citation="entities:5718:1" rel="noopener">Shiseido Company (4911 JP)</a>, will announce second-quarter results on the 6th August. In this Insight, we shall use recent METI and Ministry of Finance domestic cosmetics industry data to preview Shiseido’s results and suggest that a downward revision to the company’s initial revenue and profit forecasts made in early February is imminent.</p>

Shiseido Company (4911 JP), will announce second-quarter results on the 6th August. In this Insight, we shall use recent METI and Ministry of Finance domestic cosmetics industry data to preview Shiseido’s results and suggest that a downward revision to the company’s initial revenue and profit forecasts made in early February is imminent.

Shiseido(4911 JP): Downward Revision Imminent