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

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<li>
<a href="https://www.smartkarma.com/entities/sg-micro-corp" target="_blank" data-smartkarma-citation="entities:29768:1" rel="noopener">SG Micro (300661 CH)</a>  is a dominant Chinese analogue and mixed-signal developer with over 4,000 products and is called the Chinese equivalent of <a href="https://www.smartkarma.com/entities/texas-instruments-inc" target="_blank" data-smartkarma-citation="entities:18804:1" rel="noopener">Texas Instruments (TXN US)</a> .</li>
<li>The company has filed for a listing on the HKEx and as per news media outlets, plans to raise around US$800m through the offering.</li>
<li>SG Micro’s top line has seen strong growth over the years while margins have remained stable. The industry is highly competitive and innovation is key to stay ahead of peers.</li>
</ul>



SG Micro (300661 CH)  is a dominant Chinese analogue and mixed-signal developer with over 4,000 products and is called the Chinese equivalent of Texas Instruments (TXN US) .
The company has filed for a listing on the HKEx and as per news media outlets, plans to raise around US$800m through the offering.
SG Micro’s top line has seen strong growth over the years while margins have remained stable. The industry is highly competitive and innovation is key to stay ahead of peers.


SG Micro Corp H-Share Listing: Early Thoughts