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

Grab: SOTP Suggests Steep Discount to Proposed SPAC Valuation

Waterdrop IPO: Combining Insurance Brokerage with Charity

Meituan Becomes Target for China Antitrust Probe; More Downside Risks than Upside Going Forward

We Doctor Pre-IPO: Growing Scale and Expanding Revenues to Help Reach Profits

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><a href="https://www.smartkarma.com/entities/hello-inc" target="_blank" data-smartkarma-citation="entities:33031:1" rel="noopener">Hello Inc (1883864D US)</a>  the largest shared two-wheeler service provider in China has filed for an IPO and has a placeholder indication to raise about US$100m. The company is a leading local service platform in China and offers a range of services that include shared two-wheeler service, a carpooling marketplace and other emerging services and products such as e-scooters, in-store services marketplace, hotel reservations and online advertising services.</p>

Hello Inc (1883864D US)  the largest shared two-wheeler service provider in China has filed for an IPO and has a placeholder indication to raise about US$100m. The company is a leading local service platform in China and offers a range of services that include shared two-wheeler service, a carpooling marketplace and other emerging services and products such as e-scooters, in-store services marketplace, hotel reservations and online advertising services.

Hello IPO: Huge Fixed Cost for Bike Sharing Eating into Margins (Quantamental)