Equity Analyst, LightStream Research

Shifara Samsudeen, ACMA, 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

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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

Growatt Technology / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/growatt-technology" target="_blank" data-smartkarma-citation="entities:36103:1" rel="noopener">Growatt Technology (1833969D CH)</a> is a distributed energy solution provider looking to list in the Hong Kong Stock Exchange. The company plans to raise proceeds of US$ 500m.</li>
<li>The company has the #1 market share for PV inverters and energy storage inverters, allowing them strong potential to benefit from the growing market.</li>
<li>The company was able to experience strong revenue growth amidst increasing demand for energy solutions globally. Growatt’s margins also have improved with scale, making us largely positive on the company.</li>
</ul>



Growatt Technology (1833969D CH) is a distributed energy solution provider looking to list in the Hong Kong Stock Exchange. The company plans to raise proceeds of US$ 500m.
The company has the #1 market share for PV inverters and energy storage inverters, allowing them strong potential to benefit from the growing market.
The company was able to experience strong revenue growth amidst increasing demand for energy solutions globally. Growatt’s margins also have improved with scale, making us largely positive on the company.


Growatt IPO: Strong Potential Amidst Increasing Demand for Energy Solutions