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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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

<a href="https://www.smartkarma.com/entities/thai-beverage-pcl" target="_blank" data-smartkarma-citation="entities:3656:1" rel="noopener">Thai Beverage (THBEV SP)</a>, Thailand’s second largest beer manufacturer with 35-40% market share and the owner of popular beer brands such as Chang, Archa and Federbrau is expected to IPO its beer business on the Singapore Stock Exchange.Bloomberg first reported about ThaiBev’s beer unit IPO plan on 29th November 2019, saying that the IPO could happen sometime towards the middle of 2020. However the IPO was delayed due to COVID-19. According to a Financial Times article on 29th January 2021, ThaiBev is expected to lodge a filing with the Singapore Stock Exchange sometime this week and the actual listing is expected to take place in two-three months’ time.

Thai Beverage (THBEV SP), Thailand’s second largest beer manufacturer with 35-40% market share and the owner of popular beer brands such as Chang, Archa and Federbrau is expected to IPO its beer business on the Singapore Stock Exchange.Bloomberg first reported about ThaiBev’s beer unit IPO plan on 29th November 2019, saying that the IPO could happen sometime towards the middle of 2020. However the IPO was delayed due to COVID-19. According to a Financial Times article on 29th January 2021, ThaiBev is expected to lodge a filing with the Singapore Stock Exchange sometime this week and the actual listing is expected to take place in two-three months’ time.

ThaiBev: Unwinding of Holdco Discount Is Possible as ThaiBev Prepares to IPO the Beer Business