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

ComplyAdvantage: Automating Customer Onboarding and Payments While Reducing Risk

Forter: New Products and Strong Partnerships Driving Growth for Fraud Solutions

AyasdiAI: Exposing Financial Crime Using Topology

APAC Notable Consumer Finance Private Companies

Reaching Out to the Underbanked: The Alternative Lending Opportunity in South East Asia

Affirm Holdings: Dominant Leader in BNPL with Strong Growth Prospects Ahead

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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.

Private Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/chainalysis-inc" target="_blank" data-smartkarma-citation="entities:35952:1" rel="noopener">Chainalysis (1316611D US)</a> is a leading blockchain data platform which helps carry out investigations into illicit crypto activity and hence prevent crypto crime.</li>
<li>Around 2/3rd of Chainalysis’ revenue comes from government agencies and the company is said to have generated around US$ 10m from Federal Organisations since inception.</li>
<li>There are now several growth drivers including a fast-rising level of crypto crime, growing cryptocurrency market and implementation of cryptocurrency regulations among others.</li>
</ul>



Chainalysis (1316611D US) is a leading blockchain data platform which helps carry out investigations into illicit crypto activity and hence prevent crypto crime.
Around 2/3rd of Chainalysis’ revenue comes from government agencies and the company is said to have generated around US$ 10m from Federal Organisations since inception.
There are now several growth drivers including a fast-rising level of crypto crime, growing cryptocurrency market and implementation of cryptocurrency regulations among others.


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