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

ByteDance: TikTok Ban in India Casts a Shadow on IPO

Walmart Enters as the Latest Bidder for TikTok: Can Walmart Overcome Retail Rivalry from Amazon?

Foxconn’s Investment of US$1bn in India Further Confirms Apple’s Intention to Move Away from China

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

Reliance-TikTok: Possible Realisation of Mukesh Ambani’s Dream of a Technology-Driven Company

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

Nikkei reported on Tuesday (08th September 2020) that Apple will begin initial production of its 5G-enabled iPhones in mid-September amid travel restrictions and Covid-19 disruptions. Apple has managed to reduce the delay in the production of its much anticipated 5G iPhones to just weeks instead of months.Apple usually begins mass production of its new iPhone model in August every year that are scheduled for release during the company’s September event.

Nikkei reported on Tuesday (08th September 2020) that Apple will begin initial production of its 5G-enabled iPhones in mid-September amid travel restrictions and Covid-19 disruptions. Apple has managed to reduce the delay in the production of its much anticipated 5G iPhones to just weeks instead of months.Apple usually begins mass production of its new iPhone model in August every year that are scheduled for release during the company’s September event.

Apple to Start Producing 5G IPhones in Mid-September