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

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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

Montage Technology   / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/montage-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:28236:1" rel="noopener">Montage Technology (688008 CH)</a> is a leading global fabless IC design company focused on offering solutions for cloud computing and AI infrastructure.</li>
<li>The company has announced the terms for a secondary listing on the HKEx and plans to raise around US$900m.</li>
<li>The company’s top line has seen strong growth over the past few years driven by cloud computing and AI infrastructure while margins are on a path to recovery.  </li>
</ul>



Montage Technology (688008 CH) is a leading global fabless IC design company focused on offering solutions for cloud computing and AI infrastructure.
The company has announced the terms for a secondary listing on the HKEx and plans to raise around US$900m.
The company’s top line has seen strong growth over the past few years driven by cloud computing and AI infrastructure while margins are on a path to recovery.  


Montage Technology H-Share Listing: Strong Growth with a Pristine Balance Sheet