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

Hoya 3Q Results: Earnings Beat Consensus and Point to Recovery Ahead

M3 3Q Results: Strong Growth in Earnings Driven by Medical and Overseas Businesses

Joinn Laboratories IPO: Pioneer of Commercial GLP Laboratories in China Shows Promise

Suzhou Basecare Medical IPO Valuation: Attractive Even at the Upper End of the IPO Pricing

CyberAgent [Alt Data]: Expect C.15% Full-Year OP Guidance Beat but Is Currently Overbought

ORo: Earnings Growth Hasn’t Resumed Yet but We Are Looking for Entry Points

Suzhou Basecare Medical IPO: First Mover with the Only NMPA-Approved PGT Product in China

Cloopen Group IPO: Growing Demand for Cloud Communications and IoT in China to Drive Growth

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

<p><a href="https://www.smartkarma.com/entities/cyberagent-inc" target="_blank" rel="noopener">Cyberagent Inc (4751 JP)</a> reported its 1Q FY09/21 financial results yesterday after market. While its revenues beat consensus by around 5%, OP was well below consensus estimates by around 15%. We analyse CyberAgent’s 1Q FY09/21 results in detail below.</p>

Cyberagent Inc (4751 JP) reported its 1Q FY09/21 financial results yesterday after market. While its revenues beat consensus by around 5%, OP was well below consensus estimates by around 15%. We analyse CyberAgent’s 1Q FY09/21 results in detail below.

サイバーエージェント：ゲーム事業は引き続き低迷、インターネット広告とABEMAは堅調

CyberAgent Inc

サイバーエージェント：ゲーム事業は引き続き低迷、インターネット広告とABEMAは堅調