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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
777
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Equity Bottom-Up
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Equity Capital Markets
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Recent
bullish
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Toyo Suisan Kaisha
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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
253 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
319 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
346 Views
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bullish
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Minor International
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12 Mar 2024 13:29
Smartkarma Originals
APAC Luxury Industry Series Update: The Growth of Luxury Travel Unmatched by Dull Share Prices
While travel has rebounded to pre-pandemic levels, Shiseido's Travel Retail struggles, yet Minor International and Mandarin Oriental are showing...
Oshadhi Kumarasiri
1.4k Views
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bearish
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Sea
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05 Mar 2024 16:55
Sea Ltd: No Nearer to Stable Profitability Than Before
Sea (SE US) has gone through growth and cost-cutting phases, but struggles to achieve stable profitability due to unchanged marketing efficiency...
Oshadhi Kumarasiri
459 Views
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