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

VA Corporation: One-Stop Metaverse Platform

Kujiale: 3D Design Platform for Home Décor

Rokid Corporation: AR Player Catering to the Industrials Sector

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

NAVER Z: Owner of The Fastest Growing Avatar Platform Zepeto

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>Founded in 2017 in Beijing, <a href="https://www.smartkarma.com/entities/hangzhou-tai-ruo-technology-co-ltd-nreal-ai" target="_blank" data-smartkarma-citation="entities:36880:1" rel="noopener">Nreal.ai (1690070D CH)</a> is an Augmented Reality (AR)/ mixed reality (MR) technology company that develops and sells AR glasses.</li>
<li>The company's glasses have received wide recognition as they are designed to be lightweight, comfortable and affordable, making them more accessible to consumers.</li>
<li>The company has raised more than USD240m in funding and as per the company, we could expect an IPO over the next 18-24 months.  </li>
</ul>


Founded in 2017 in Beijing, Nreal.ai (1690070D CH) is an Augmented Reality (AR)/ mixed reality (MR) technology company that develops and sells AR glasses.
The company's glasses have received wide recognition as they are designed to be lightweight, comfortable and affordable, making them more accessible to consumers.
The company has raised more than USD240m in funding and as per the company, we could expect an IPO over the next 18-24 months.  


Nreal: AR/MR Technology Player Recognised for Affordable Glasses