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

Kanzhun Trading Update: Take Profits Before Cyberspace Watchdog Imposes Another App Ban

Cloud Village IPO: Improving Financials and Less Fear of Regulatory Crackdowns for Investors

Didi Chuxing IPO: Thoughts on First Day Trading

Didi IPO: China Launches Probe as Didi Prepares for US Listing

Tencent: Regulators Probe TME’s Previous Deals; The Battering Has Just Begun

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

Didi IPO: Forecasts, Peer Comparison and Valuation

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

The Chinese ride hailing giant <a href="https://www.smartkarma.com/entities/didi-chuxing-inc" target="_blank" data-smartkarma-citation="entities:27467:1" rel="noopener">DiDi Chuxing (DIDI US)</a>  was ordered on Sunday (4th July) by The Cyberspace Administration of China (CAC) to remove its app from app stores for violating users’ personal data two days after it announced an investigation into Didi. According to news media outlets, the order was imposed after Cyberspace Administration has found that Didi had illegally collected personal data of its users and was asked to make changes to comply with the country’s data protection rules.Didi responded on Sunday by saying that it would remove its app from app stores and stop registering new users on its platform. The company also has mentioned that it will make changes to its app to comply with the regulations.

The Chinese ride hailing giant DiDi Chuxing (DIDI US)  was ordered on Sunday (4th July) by The Cyberspace Administration of China (CAC) to remove its app from app stores for violating users’ personal data two days after it announced an investigation into Didi. According to news media outlets, the order was imposed after Cyberspace Administration has found that Didi had illegally collected personal data of its users and was asked to make changes to comply with the country’s data protection rules.Didi responded on Sunday by saying that it would remove its app from app stores and stop registering new users on its platform. The company also has mentioned that it will make changes to its app to comply with the regulations.

Didi Chuxing: Didi Removes Its App from App Stores Over Privacy Concerns

DiDi Global

Didi Chuxing: Didi Removes Its App from App Stores Over Privacy Concerns