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

Apple and Sony Music Compete to Buy Wondery to Take on Rival Spotify’s Podcast Offerings

Kuaishou IPO: Advertising and E-Commerce Businesses to Drive Future Growth

Yatsen Holding IPO: Expensive Valuation Does Not Reflect the Fundamentals

Foxconn’s Investment of US$1bn in India Further Confirms Apple’s Intention to Move Away from China

Xiaomi 2Q: Premium Smartphones Grow While Overseas Markets Rebound; Shares Are Still Overvalued

Apple’s Earnings Prove Resilient to Uncertainties; Announces 4-For-1 Stock Split

Reliance-TikTok: Possible Realisation of Mukesh Ambani’s Dream of a Technology-Driven Company

Microsoft: TikTok Deal Could Be a Strategic Fit but Rumoured Deal of US$10-30bn Seems Overvalued

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

Apple introduced a new line-up of iPhones enabled with 5G yesterday at its fall event on Tuesday (13th October 2020) after a month-long delay due to the Covid-19 outbreak. The company introduced four new 5G smartphones (iPhone 12, iPhone 12 Mini, iPhone 12 Pro and iPhone 12 Pro Max) powered by Apple-designed A14 bionic chips built on 5nm processors.According to Apple, the new iPhones deliver an advanced 5G experience on a global scale and boasts improved speeds for faster downloads and uploads, higher quality video streaming, more responsive gaming, real-time interactivity in apps and FaceTime in high definition.“The arrival of 5G marks the beginning of a new era for iPhone and we’re thrilled to bring these impressive new capabilities to our customers with iPhone 12 and iPhone 12 mini”Breaking tradition, yesterday’s Fall Event did not have a long line-up of new product launches, and HomePod Mini was the only other key hardware Apple revealed apart from new iPhones.

Apple introduced a new line-up of iPhones enabled with 5G yesterday at its fall event on Tuesday (13th October 2020) after a month-long delay due to the Covid-19 outbreak. The company introduced four new 5G smartphones (iPhone 12, iPhone 12 Mini, iPhone 12 Pro and iPhone 12 Pro Max) powered by Apple-designed A14 bionic chips built on 5nm processors.According to Apple, the new iPhones deliver an advanced 5G experience on a global scale and boasts improved speeds for faster downloads and uploads, higher quality video streaming, more responsive gaming, real-time interactivity in apps and FaceTime in high definition.“The arrival of 5G marks the beginning of a new era for iPhone and we’re thrilled to bring these impressive new capabilities to our customers with iPhone 12 and iPhone 12 mini”Breaking tradition, yesterday’s Fall Event did not have a long line-up of new product launches, and HomePod Mini was the only other key hardware Apple revealed apart from new iPhones.

アップル、待望の5G対応iPhoneを発表。iPhoneの大規模な買い替えを促す可能性も