Kavinda Perera
Head of Research @ Asia Securities
Kavinda joined the Asia Securities Research team in April 2018. Prior to this, he was employed at Moody’s Analytics Knowledge Services (formerly known as Amba Research Lanka) as Assistant Director. He has over 11 years of investment research experience. At Asia Securities, he covers the banks, insurance and telecommunications sectors, and is also responsible for the strategy product.
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Latest articles from Kavinda Perera
Sri Lanka 2021 equity strategy: Zero in on the recovery
We forecast ASPI to reach 7,400-7,600 in 2021, with local investors continuing to carry the mantle. Emerging markets may be ready for prime time in 2021; Sri Lanka will see latent flows compared with peers due to risks. Sector Pick: We see the strong...
Kavinda Perera @ Asia Securities 16 December 2020
Sri Lanka Focus List: 8 stocks – a mix of value and growth
Equities saw a ‘V-shaped’ recovery in May and June, largely driven by local participation, as foreign investors continued to exit. We highlight eight stocks which hold upside potential in the current environment coming from a mix of value and growth;...
Kavinda Perera @ Asia Securities 8 July 2020
Sri Lanka: Coronavirus impact report
The novel-Coronavirus (officially named Covid-19) has been declared a global health emergency, due to the highly contagious nature, although the mortality rate has been around 2.0% (vs. 10.0% for SARS). The first order impact is clearly on tourism. I...
Kavinda Perera @ Asia Securities 13 February 2020
Low commodity prices cushion local slowdown
ISB issuance and lower importer dollar demand in 2Q CY19 keeps YTD LKR/USD appreciation steady at 3.5%. Private sector credit slowed further in 2Q CY19; AWPLR dropped faster than the AWDR, indicating that the banks’ NIMs would have narrowed slightly...
Kavinda Perera @ Asia Securities 12 July 2019
Sri Lanka: Easter Attack impact one month on
From a sector perspective, in addition to tourism, consumer-related segments are seeing an immediate impact from weaker personal income, while the banks and NBFIs are likely to suffer a mid-term impact from rising NPLs and impairment charges, further...
Kavinda Perera @ Asia Securities 29 May 2019
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