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Shifara Samsudeen, ACMA, CGMA

Shifara Samsudeen, ACMA, CGMA
Equity Analyst
LightStream Research

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bearishM3 Inc
05 Nov 2024 14:30

M3: Earnings Trend Downward, ELAN Acquisition to Further Dilute Margins

• M3’s share price has dropped more than 18% since its 2Q earnings release. Both revenue and OP fell below consensus and we were surprised by the...

bullishCyberAgent Inc
31 Oct 2024 15:39

High Conviction - CyberAgent: Market Overreacts to Conservative Guidance

CA's FY09/2025E guidance seems too conservative. Newly launched Abema Premium with Ads plan similar to Netflix (in 2022) should drive user and...

bearishPony AI
29 Oct 2024 13:13

Pony AI IPO: A Bumpy Ride

​Chinese self-driving start-up Pony AI has filed for an IPO in the US. Self-driving operations is the company's core business which is still in...

17 Oct 2024 14:01

CR Beverage IPO: Forecasts and Valuation

CR Beverage plans to raise around US$650m through its HKEx IPO. Though the company has a strong business model and fundamentals, the packaged...

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