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

Hygeia Healthcare IPO (Part I): A Better Healthcare

Hygeia Healthcare IPO (Part II): Healthy Valuation

Healius to Sell Its Primary Care Business to BGH

Takeda Offloads Asia-Focused Drugs to South Korea’s Celltrion

Fujifilm to End Sales Partnership with Xerox in 2021

Fujifilm’s Shares Hit Daily Upper Limit on COVID Trial Drug Boost

Jio Bags More Foreign Investors; What’s Next?

Vodafone Idea: Google Now Explores Buying a Stake in Vodafone’s India 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.

Event-Driven

<ul>
<li>Fujifilm announced last week that it plans to invest JPY100bn (US$928m) to expand its large-scale biologics production facility in Denmark. The Denmark site of Fujifilm Diosynth Biotechnologies is a leading contract development and manufacturing organisation (CDMO) for biologics and therapies.</li>
<li>The new capital investment will double the site’s current drug substance manufacturing capacity and will expand capabilities to include fill/finish and enhance its current assembly, labeling and parking services. Fujifilm acquired the Denmark site from Biogen in 2019 for a total consideration of US$890m in cash.</li>
<li>After completion of the investment, the Denmark facility will become one of the few major large-scale manufacturing facilities in the bio-CDMO industry.</li>
<li>The Japanese photocopier and camera manufacturer, Fujifilm has been expanding into healthcare as its legacy photocopy business is stagnating.</li>
</ul>


Fujifilm announced last week that it plans to invest JPY100bn (US$928m) to expand its large-scale biologics production facility in Denmark. The Denmark site of Fujifilm Diosynth Biotechnologies is a leading contract development and manufacturing organisation (CDMO) for biologics and therapies.
The new capital investment will double the site’s current drug substance manufacturing capacity and will expand capabilities to include fill/finish and enhance its current assembly, labeling and parking services. Fujifilm acquired the Denmark site from Biogen in 2019 for a total consideration of US$890m in cash.
After completion of the investment, the Denmark facility will become one of the few major large-scale manufacturing facilities in the bio-CDMO industry.
The Japanese photocopier and camera manufacturer, Fujifilm has been expanding into healthcare as its legacy photocopy business is stagnating.


富士フイルム、バイオCDMO生産能力拡大に9億2800万米ドルを投資

FUJIFILM Holdings

富士フイルム、バイオCDMO生産能力拡大に9億2800万米ドルを投資