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

Abbisko IPO: Some Products Show Good Potential but Too Early to Assess Their Success

MicroPort MedBot IPO: Strong Suite of Surgical Robots Covering Fast-Growing Surgical Specialties

Novotech Health IPO: Forecasts, Peer Comparison and Thoughts on Valuation

Novotech Health IPO: Structural Tailwinds in the APAC Biotech CRO Market Offers LT Growth

Broncus Holdings IPO: Say No to Lung Diseases

Broncus IPO: Thoughts on First Day Trading

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

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

Beijing Airdoc Technology / Equity Capital Markets

Founded in 2015, <a href="https://www.smartkarma.com/entities/beijing-airdoc-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:33524:1" rel="noopener">Beijing Airdoc Technology (BAT HK)</a> is a leading company providing AI-empowered retina-based early detection, diagnosis and health risk assessment solutions. The company has filed for an IPO on the Hong Kong Stock Exchange and according to news media outlets, Airdoc is looking to raise proceeds of about US$500m through the IPO.The company’s solutions use retinal imaging, multimodal data analyses and AI deep learning algorithms to allow non-invasive, accurate and scalable detection and diagnosis of chronic diseases.AirDoc has a strong product portfolio and operates in an industry with high entry barriers that places it the market leader, and at the same time, it also allows the company to enjoy the benefits of being the first-mover in the market. Two of the company’s three core products are yet to be monetised, which would then lead to strong revenue growth.

Founded in 2015, Beijing Airdoc Technology (BAT HK) is a leading company providing AI-empowered retina-based early detection, diagnosis and health risk assessment solutions. The company has filed for an IPO on the Hong Kong Stock Exchange and according to news media outlets, Airdoc is looking to raise proceeds of about US$500m through the IPO.The company’s solutions use retinal imaging, multimodal data analyses and AI deep learning algorithms to allow non-invasive, accurate and scalable detection and diagnosis of chronic diseases.AirDoc has a strong product portfolio and operates in an industry with high entry barriers that places it the market leader, and at the same time, it also allows the company to enjoy the benefits of being the first-mover in the market. Two of the company’s three core products are yet to be monetised, which would then lead to strong revenue growth.

Beijing Airdoc IPO: First Mover in Retina-Based Early Detection and Diagnosis