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

ClouDr IPO: Strong Business Model with Multiple Revenue Channels

JD Health: Minimal Impact from New Policy on Digital Healthcare

Nio: Difficult to Refute Most of Grizzly’s Allegations

Meituan – Omicron Impact Was Not as Big in 1Q but 2Q Will Have the Full Impact

GoTo: Growth in Top Line Doesn't Mean Improvement in Profitability

GOGOX IPO: Overseas Business Maintains Growth but China Biz Under Pressure Due to Competition

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

<ul>
<li>
<a href="https://www.smartkarma.com/entities/gogox-holdings" target="_blank" data-smartkarma-citation="entities:35556:1" rel="noopener">GoGoX Holdings (GOGO HK)</a>  is China’s third-largest online intra-city logistics platform in Mainland China with a market share of 3.2%.</li>
<li>The company’s application for a HKEx listing has been approved and plans to raise proceeds of about US$100-150m.</li>
<li>This insight focuses on the most recent data points from the company’s PHIP filing.</li>
</ul>



GoGoX Holdings (GOGO HK)  is China’s third-largest online intra-city logistics platform in Mainland China with a market share of 3.2%.
The company’s application for a HKEx listing has been approved and plans to raise proceeds of about US$100-150m.
This insight focuses on the most recent data points from the company’s PHIP filing.


GOGOX (PHIP Updates): Further Deterioration in Market Share and Fundamentals