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

Go Inc. IPO: Peer Comparison and Valuation

SG Micro Corp H-Share Listing: Early Thoughts

Victory Giant H-Share Listing: High-Growth AI Player at a Compelling Discount

CyberAgent 1Q: Gaming Recovery Continues While AbemaTV Turns Profitable for the First Time

Eastroc Beverage H-Share Listing: Not Really a Bargain

Victory Giant Tech H-Share Listing: First Look

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

<ul>
<li>Japan’s leading ride-hailing app <a href="https://www.smartkarma.com/entities/go-inc" target="_blank" data-smartkarma-citation="entities:49420:1" rel="noopener">GO (581A JP)</a> has filed for an IPO on the TSE to list its shares and aims to raise around US$550m through a secondary offering.</li>
<li>The company is the dominant player in the underpenetrated Japanese ride-hailing market, and has seen strong revenue growth, improved profitability and strong cash flows.</li>
<li>GO’s extensive nationwide network in Japan has helped the company outperform its competitors Uber, S. RIDE and Didi.</li>
</ul>


Japan’s leading ride-hailing app GO (581A JP) has filed for an IPO on the TSE to list its shares and aims to raise around US$550m through a secondary offering.
The company is the dominant player in the underpenetrated Japanese ride-hailing market, and has seen strong revenue growth, improved profitability and strong cash flows.
GO’s extensive nationwide network in Japan has helped the company outperform its competitors Uber, S. RIDE and Didi.


GO

Go Inc. IPO: Driving Growth