Equity Analyst, LightStream Research

Shifara Samsudeen, ACMA, 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

AiHuiShou IPO: Peer Comparison and Valuation

Full Truck Alliance IPO: Peer Comparison and Valuation

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Full Truck Alliance IPO: In Early Stage of Monetisation

Kanzhun IPO: Peer Comparison and Valuation

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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 Capital Markets

<p><a href="https://www.smartkarma.com/entities/aihuishou" target="_blank" data-smartkarma-citation="entities:33426:1" rel="noopener">Aihuishou (RERE US)</a>  is the largest pre-owned consumer electronics transaction and services platform in China based on the gross merchandise value (GMV) for electronics and the number of devices transacted by merchants and consumers in 2020. The company held a market share of 6.6% and 8.7% of the GMV and number of devices transacted respectively in China in 2020.</p><p><a href="https://www.smartkarma.com/entities/aihuishou" target="_blank" data-smartkarma-citation="entities:33426:1" rel="noopener">Aihuishou (RERE US)</a>  has filed for an IPO to list its shares in the US and according to news media outlets, the company plans to raise proceeds of about US$1.0bn.</p>

Aihuishou (RERE US)  is the largest pre-owned consumer electronics transaction and services platform in China based on the gross merchandise value (GMV) for electronics and the number of devices transacted by merchants and consumers in 2020. The company held a market share of 6.6% and 8.7% of the GMV and number of devices transacted respectively in China in 2020.Aihuishou (RERE US)  has filed for an IPO to list its shares in the US and according to news media outlets, the company plans to raise proceeds of about US$1.0bn.

AiHuiShou International IPO: Hand-Me-Down

ATRenew

AiHuiShou International IPO: Hand-Me-Down