Equity Analyst, LightStream Research

Shifara Samsudeen, FCMA, CGMA

A chartered management accountant with more than 10 years of rich experience in investment research and financial analysis. Worked as an equity analyst for one of the world's largest asset managers with USD2.5trn in AUM covering numerous sectors including chemicals, retail, tech, autos, telco, real-estate and banks, globally. Experienced in fundamental equity research, industry research, commodity studies, forensic accounting, and due diligence reviews.

Equity Analyst

Zhihu IPO: Searching for One-Hit Wonder Amidst Diversified Monetisation Channels

Change Follow-On Offering: Worth Subscribing For

Bairong IPO Valuation: Appealing Valuation

Reaching Out to the Underbanked: The Alternative Lending Opportunity in South East Asia

OneConnect Financial Technology: Still Trying to Tie up Loose Ends

Baidu Secondary Listing: At the Crossroads

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Tencent Music Secondary: Unlikely for Margins to Expand but Should Remain Stable at Current Level

Long-Short Analysis on Japan, Asia and the World

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.

Equity Capital Markets

<p>The Chinese financial technology company <a href="https://www.smartkarma.com/entities/bairong" target="_blank" data-smartkarma-citation="entities:31486:1" rel="noopener">Bairong (1569395D CH)</a>  has filed for an IPO to list its shares on the Hong Kong Stock Exchange. According to news media outlets, Bairong could raise as much as US$500m through the IPO.</p><p>According to Frost &amp; Sullivan, Bairong was the largest independent financial big data analytics solutions provider in China by revenues in 2019. The company’s big data and AI technologies support the needs of financial service providers in pre-lending risk management, post-lending monitoring, NPL management and insurance and risk management. The demand for consumer credit and insurance services in China has seen strong growth which bodes well for Bairong.</p>

The Chinese financial technology company Bairong (1569395D CH)  has filed for an IPO to list its shares on the Hong Kong Stock Exchange. According to news media outlets, Bairong could raise as much as US$500m through the IPO.According to Frost &amp; Sullivan, Bairong was the largest independent financial big data analytics solutions provider in China by revenues in 2019. The company’s big data and AI technologies support the needs of financial service providers in pre-lending risk management, post-lending monitoring, NPL management and insurance and risk management. The demand for consumer credit and insurance services in China has seen strong growth which bodes well for Bairong.

Bairong IPO: Big Data for Credit and Risk Management