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Oshadhi Kumarasiri
Equity Analyst
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LightStream Research
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Location:
Sri Lanka
Joined:
07 January 2019
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Equity Capital Markets
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Recent
bullish
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Keisei Electric Railway Co
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01 Jul 2024 21:01
Keisei Electric Investor Activism Update: The Vote Count Could Shake Keisei’s Board
Palliser's failed proposal at Keisei's AGM was expected due to ownership landscape. However, near 50% approval could lead to pressure on...
Oshadhi Kumarasiri
306 Views
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bearish
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Alibaba Group Holding
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15 May 2024 18:19
Alibaba: Our Take on 4QFY24
Taobao and Tmall face challenges in a tough, stagnant market; AIDC's growth largely covers for other Alibaba units' failings, while AliExpress's...
Oshadhi Kumarasiri
393 Views
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bullish
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Toyo Suisan Kaisha
•
29 Apr 2024 15:14
Toyo Suisan: Activist Advocates For Legacy Divestiture & More Capital for Global Expansion
Nihon Global Growth Partners urges Toyo Suisan to exit low-return legacy businesses, boost payout ratio to 40%, and initiate a ¥20bn share buyback.
Oshadhi Kumarasiri
381 Views
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bullish
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Seven & I Holdings
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22 Apr 2024 18:29
Investor Activism Update: Seven & I Sets the Path in Investor Activism Battle
To us, it seems that instead of merely capitulating to Value Act's demands, Seven & I is strategically dictating the terms, with Value Act...
Oshadhi Kumarasiri
428 Views
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bullish
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Fast Retailing
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27 Mar 2024 17:48
Fast Retailing: Earnings Preview
Despite expecting a strong earnings beat, concerns over high valuations and index issues make us cautious about trading Fast Retailing in the...
Oshadhi Kumarasiri
450 Views
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