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

ANE IPO: Limited Room for Margin Expansion

ANE IPO: Adverse Weather and Resurgence of Covid to Impact 2H; Margins to Remain Under Pressure

JD Health: Strong Earnings but Regulatory Environment Remains a Concern

Novotech Health IPO: Structural Tailwinds in the APAC Biotech CRO Market Offers LT Growth

We Doctor Pre-IPO: Growing Scale and Expanding Revenues to Help Reach Profits

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

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

Dingdang Health Technology Gro / Equity Capital Markets

<a href="https://www.smartkarma.com/entities/dingdang-health-technology-group-ltd" target="_blank" data-smartkarma-citation="entities:33528:1" rel="noopener">Dingdang Health Technology Group (DDH HK)</a>, China’s largest product and service provider in the on-demand digital pharmacy industry has filed for an IPO to list its shares on the Hong Kong Stock Exchange. According to news media outlets, the company plans to raise about US$250-300m through the IPO.The ongoing regulatory overhaul in the Chinese tech sector and NMPA’s draft measures to increase supervision and regulate the country’s online pharmaceutical sales have impacted JD Health and other players in the market. WeDoctor who also offers online healthcare services in China filed for a HKEx listing in April this year and the company has not been able to progress yet with its planned IPO.In this insight, we take a look at DingDang Health’s business model, segments, revenues, margins and the outlook on the company.

Dingdang Health Technology Group (DDH HK), China’s largest product and service provider in the on-demand digital pharmacy industry has filed for an IPO to list its shares on the Hong Kong Stock Exchange. According to news media outlets, the company plans to raise about US$250-300m through the IPO.The ongoing regulatory overhaul in the Chinese tech sector and NMPA’s draft measures to increase supervision and regulate the country’s online pharmaceutical sales have impacted JD Health and other players in the market. WeDoctor who also offers online healthcare services in China filed for a HKEx listing in April this year and the company has not been able to progress yet with its planned IPO.In this insight, we take a look at DingDang Health’s business model, segments, revenues, margins and the outlook on the company.  

DingDang Health IPO: Solid Business Model and Strong Financials; Regulatory Environment Concerning