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

Suzhou Basecare Medical IPO Valuation: Attractive Even at the Upper End of the IPO Pricing

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Apple: 1Q FY09/21 Earnings Set New All-Time Records

First High-School Education IPO: High-Flyer

Kuaishou IPO Valuation: Attractive Valuation

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

Bilibili Vs Huya:Strong Top Line Growth; Outspending Huya on Marketing-Reason for Absence of Profits

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

Cloopen Group Holding Ltd / Equity Capital Markets

<a href="https://www.smartkarma.com/entities/cloopen-group-holding-ltd" target="_blank" data-smartkarma-citation="entities:31315:1" rel="noopener">Cloopen Group Holding Ltd (RAAS US)</a>  offers a full-suite of cloud-based communication solutions, covering communications platform as a service, cloud-based contact centers and cloud-based unified communications and collaborations.With increased adoption of cloud-based communications alongside growth in 5G and IoT related services, we expect the company’s top line to continue to benefit from this positive trend.The company has filed for an IPO to list its shares in the US and has a placeholder indication to raise about US$100m.In this insight, we examine Cloopen’s business model, its segments and revenue. We will be discussing the company’s margins in a follow-up insight.

Cloopen Group Holding Ltd (RAAS US)  offers a full-suite of cloud-based communication solutions, covering communications platform as a service, cloud-based contact centers and cloud-based unified communications and collaborations.With increased adoption of cloud-based communications alongside growth in 5G and IoT related services, we expect the company’s top line to continue to benefit from this positive trend.The company has filed for an IPO to list its shares in the US and has a placeholder indication to raise about US$100m.In this insight, we examine Cloopen’s business model, its segments and revenue. We will be discussing the company’s margins in a follow-up insight.

Cloopen Group IPO: Growing Demand for Cloud Communications and IoT in China to Drive Growth