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

Rokid Corporation: AR Player Catering to the Industrials Sector

Shanghai Longcheer: Leading ODM Vendor Leveraging Its Expertise for AR/VR

Nreal: AR/MR Technology Player Recognised for Affordable Glasses

AyasdiAI: Exposing Financial Crime Using Topology

TME: Social Entertainment Losing Its Importance with Top Line Growth Keep Declining

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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.

Private Capital Markets

<ul>
<li>Naver Z Corporation, a subsidiary of NAVER Corporation, focuses on developing VR and AR technologies. The company can be regarded as one of the promising players in the Metaverse market.</li>
<li>The company's flagship product, ZEPETO, has become particularly popular among younger users and has been downloaded over 300 million times worldwide.</li>
<li>
<a href="https://www.smartkarma.com/entities/naver-z" target="_blank" data-smartkarma-citation="entities:36882:1" rel="noopener">Naver Z (1838597D KS)</a> 's VR and AR technologies have a variety of use cases, and the company has worked with businesses and brands in a variety of industries.</li>
</ul>


Naver Z Corporation, a subsidiary of NAVER Corporation, focuses on developing VR and AR technologies. The company can be regarded as one of the promising players in the Metaverse market.
The company's flagship product, ZEPETO, has become particularly popular among younger users and has been downloaded over 300 million times worldwide.

Naver Z (1838597D KS) 's VR and AR technologies have a variety of use cases, and the company has worked with businesses and brands in a variety of industries.


NAVER Z: Owner of The Fastest Growing Avatar Platform Zepeto