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

Victory Giant Technology -A / Equity Capital Markets

<ul>
<li>Chinese PCB manufacturer for AI and High-performance computing, <a href="https://www.smartkarma.com/entities/victory-giant-technology-a" target="_blank" data-smartkarma-citation="entities:25395:1" rel="noopener">Victory Giant Technology -A (300476 CH)</a>  has filed for an H-Share listing to raise around US$2bn.</li>
<li>The company’s earnings have seen strong growth in the recent years highlighting its deepening presence in the rapidly growing AI and high-performance computing segments.</li>
<li>The company’s share price has seen explosive growth in 2025 driven by its partnership with <a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">NVIDIA Corp (NVDA US)</a>  coupled with earnings improvement.</li>
</ul>


Chinese PCB manufacturer for AI and High-performance computing, Victory Giant Technology -A (300476 CH)  has filed for an H-Share listing to raise around US$2bn.
The company’s earnings have seen strong growth in the recent years highlighting its deepening presence in the rapidly growing AI and high-performance computing segments.
The company’s share price has seen explosive growth in 2025 driven by its partnership with NVIDIA Corp (NVDA US)  coupled with earnings improvement.


Victory Giant Tech H-Share Listing: First Look