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 IPO: Peer Comparison and Valuation

Angelalign IPO Valuation: Limited Upside from the Top End

JD Logistics: Margins Sink as JDL Prioritises Market Share but Peer Margins Shrink Too in 1Q21

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

Full Truck Alliance   / Equity Capital Markets

<a href="https://www.smartkarma.com/entities/full-truck-alliance" target="_blank" data-smartkarma-citation="entities:33429:1" rel="noopener">Full Truck Alliance (YMM US)</a> , a digital freight platform in China, has filed for an IPO to list its shares on the NYSE. According to news media outlets, the company plans to raise around US$ 1.5bn through the IPO.The company’s platform connects shippers with truckers and according to the CIC report, Full Truck Alliance was the world’s largest digital freight platform by gross transaction value (GTV) in 2020.In this insight, we will be discussing the company’s business model, revenues and profit margins.

Full Truck Alliance (YMM US) , a digital freight platform in China, has filed for an IPO to list its shares on the NYSE. According to news media outlets, the company plans to raise around US$ 1.5bn through the IPO.The company’s platform connects shippers with truckers and according to the CIC report, Full Truck Alliance was the world’s largest digital freight platform by gross transaction value (GTV) in 2020.In this insight, we will be discussing the company’s business model, revenues and profit margins.

Full Truck Alliance IPO: In Early Stage of Monetisation