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

HRTech Sector Series: Market Continues to Evolve While Post Covid Growth Begins to Slow Down

Recruit Holdings: 4QFY2023 Earnings Preview

Recruit Holdings: Recent Rally in Share Price Is Unwarranted

HRTech Sector Series: Changing HR Landscape Post-Covid Create Opportunities

2022 High Conviction Recruit: More Room for Shares to Fall

HRTech Sector Series: Emerging Trends in HRTech to Drive Growth

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 Bottom-Up

<ul>
<li>This is the Third of HRTech sector series and the four companies that we have covered under this series have since reported earnings.</li>
<li>HRTech market has undergone rapid changes and 2023 will bring in more value to the recent transformation such as Hybrid work models and metaverse that the industry has witnessed.</li>
<li>Of the four companies, except for Recruit, other three continues to perform positively with Visional recording the highest growth among the four.</li>
</ul>


This is the Third of HRTech sector series and the four companies that we have covered under this series have since reported earnings.
HRTech market has undergone rapid changes and 2023 will bring in more value to the recent transformation such as Hybrid work models and metaverse that the industry has witnessed.
Of the four companies, except for Recruit, other three continues to perform positively with Visional recording the highest growth among the four.


HRTech Sector Series: Hybrid Work Models and Metaverse to See More Prominence in 2023