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

Terumo: Not Just an Opportune COVID Play but a Business with Solid Long-Term Prospects

Gilead to Acquire a Stake in Arcus Biosciences; Offer May Come at a Large Premium

Fujifilm Invests US$928m to Expand Its Bio-CDMO Capacity

Fujifilm Continues to Increase Its Focus on Healthcare Sector Through the Acquisition of Medwork

Japan’s AGC Launches Voluntary Tender Offer on Italian Biotech Firm Molmed

Fujifilm to Buy Hitachi’s Diagnostic Imaging Business

China Biologic Products Privatisation: Share Price Gains from a Potential Deal Seem Priced In

Japan’s Astellas Pharma Buys US-Based Xyphos Biosciences Inc.

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

<ul>
<li>Fujifilm Holdings’ shares hit its daily upper limit in the early hours of today’s trading at Tokyo Stock Exchange driven by news that the company developed anti-viral drug Avigan, also known as Favipiravir has proven effective in treating COVID-19 patients.</li>
<li>China’s health officials have announced that they have found the anti-influenza drug, Avigan effective in treating COVID-19 patients and the drug has been approved for manufacturing in China by Zhejiang Hisun Pharmaceutical Co.</li>
</ul>


Fujifilm Holdings’ shares hit its daily upper limit in the early hours of today’s trading at Tokyo Stock Exchange driven by news that the company developed anti-viral drug Avigan, also known as Favipiravir has proven effective in treating COVID-19 patients.
China’s health officials have announced that they have found the anti-influenza drug, Avigan effective in treating COVID-19 patients and the drug has been approved for manufacturing in China by Zhejiang Hisun Pharmaceutical Co.


Zhejiang Hisun Pharmaceutical Co, Ltd. (600267 CH)

Fujifilm’s Shares Hit Daily Upper Limit on COVID Trial Drug Boost

FUJIFILM Holdings

Fujifilm’s Shares Hit Daily Upper Limit on COVID Trial Drug Boost