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

Techtronic Industries: Jehoshaphat Research’s Allegations and Our Assessment

Grab Follows Suit with GoTo and Accelerates Profitability Timeline

[Grab Holdings (GRAB US) Target Price Change]: Positive on Profit Growth, Cut TP for Slower GMV

M3: Slow Down in Pharma Marketing a Significant Downside Risk

SenseTime: Shares Fall with Lock-Up Expiry; Further Downside with More Selling at the Next Expiry

Recruit: HRTech Margins Falling Back to Pre-Covid

Meituan to Hire 10k Employees to Compete with Douyin’s Food Delivery Business

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 Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ubtech-robotics-limited" target="_blank" data-smartkarma-citation="entities:36469:1" rel="noopener">UBTech Robotics (1683374D HK)</a> is engaged in smart service robotics solutions in China and has filed for an IPO on the Hong Kong Stock Exchange.</li>
<li>Though the company operates across a number of business segments, the growth prospects seems limited for most of these businesses.</li>
<li>UBTECH’s cashflow and liquidity also seems to be getting drained as the company needs to spend heavily on R&amp;D and marketing to keep up with constantly evolving technology.</li>
</ul>



UBTech Robotics (1683374D HK) is engaged in smart service robotics solutions in China and has filed for an IPO on the Hong Kong Stock Exchange.
Though the company operates across a number of business segments, the growth prospects seems limited for most of these businesses.
UBTECH’s cashflow and liquidity also seems to be getting drained as the company needs to spend heavily on R&amp;D and marketing to keep up with constantly evolving technology.


UBTech Robotics

UBTECH ROBOTICS IPO: Bad Idea