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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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 Bottom-Up

<ul>
<li>This is the Second of HRTech Sector series. Some of the trends in HRTech that we observed previously are becoming prominent and likely to be strong drivers of the market.</li>
<li>In our previous report, we chose four companies that are likely to have an exciting year ahead (either bullish or bearish) and these four companies have since reported earnings.</li>
<li>Except for Recruit, other three companies performed fairly positively since we last wrote. Ceridian has been struggling with some negative investor sentiment whereas margins continue to normalise for Recruit.</li>
</ul>


This is the Second of HRTech Sector series. Some of the trends in HRTech that we observed previously are becoming prominent and likely to be strong drivers of the market.
In our previous report, we chose four companies that are likely to have an exciting year ahead (either bullish or bearish) and these four companies have since reported earnings.
Except for Recruit, other three companies performed fairly positively since we last wrote. Ceridian has been struggling with some negative investor sentiment whereas margins continue to normalise for Recruit.


HRTech Sector Series: Emerging Trends in HRTech to Drive Growth

Recruit Holdings

HRTech Sector Series: Emerging Trends in HRTech to Drive Growth