Kavinda Perera

Asia Securities

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.

Kavinda Perera
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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...
Asia Securities Kavinda Perera
Kavinda Perera @ Asia Securities 16 December 2020
Sri Lanka 2021 equity strategy: Zero in on the recovery
Sri Lanka 2021 equity strategy: Zero in on the recovery

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;...
Asia Securities Kavinda Perera
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...
Asia Securities Kavinda Perera
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...
Asia Securities Kavinda Perera
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...
Asia Securities Kavinda Perera
Kavinda Perera @ Asia Securities 29 May 2019

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