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

Poppins IPO Valuation: Attractively Priced for a Growing Company

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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

Poppins Holdings Inc / Equity Capital Markets

<a href="https://www.smartkarma.com/entities/poppins-holdings-inc" target="_blank" data-smartkarma-citation="entities:31056:1" rel="noopener">Poppins Holdings Inc (7358 JP)</a>  operates in the child-care and elderly care services market in Japan. The company offers child-care services such as nanny services and nursery schools, infant/early childhood education support services and elderly care support services such as home care services for seniors and daytime care services.The company has filed for an IPO to list its shares on the Tokyo Stock Exchange and plans to raise JPY8.9bn (US$85.8m) at the midpoint of the IPO pricing.In our previous insight on the company’s IPO, we examined the company’s business model, the industry and the revenue channels. In this insight, we take a look at the company’s financials.

Poppins Holdings Inc (7358 JP)  operates in the child-care and elderly care services market in Japan. The company offers child-care services such as nanny services and nursery schools, infant/early childhood education support services and elderly care support services such as home care services for seniors and daytime care services.The company has filed for an IPO to list its shares on the Tokyo Stock Exchange and plans to raise JPY8.9bn (US$85.8m) at the midpoint of the IPO pricing.In our previous insight on the company’s IPO, we examined the company’s business model, the industry and the revenue channels. In this insight, we take a look at the company’s financials.

Poppins IPO: Well Positioned to Benefit from Japanese Demographic Trends