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

Reaching Out to the Underbanked: The Alternative Lending Opportunity in South East Asia

IFAST Comes Out Successful in HK’s EMPF Platform Project

IFast 4Q2020 Results: Higher AUA Growth Drives Strong Earnings

IFast: The Chance of Winning the MPF Project Is Narrow; but We Remain Positive on Future Prospects

IFast 3Q2020 Results: Strong Earnings Momentum to Continue with New Business Initiatives

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

Lufax IPO Valuation: The Risk-Reward Profile Does Not Justify the Premium

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

<a href="https://www.smartkarma.com/entities/ifast-corp-ltd" target="_blank" data-smartkarma-citation="entities:17798:1" rel="noopener">iFast Corp Ltd (IFAST SP)</a>  offers investment products and services in Singapore, Hong Kong, Malaysia and China. The company’s platform offers fintech and wealth management services to a large client base and is the first fintech company to be listed on the Singapore Stock Exchange.On 6th January 2021, iFast reported that its assets under administration (AUA) grew by 44.5% YoY to reach S$14.45bn as at 31st December 2020 from S$10bn in the previous year. This indicates a 14.8% QoQ increase from S$12.59bn as at the end of 3Q2020.

iFast Corp Ltd (IFAST SP)  offers investment products and services in Singapore, Hong Kong, Malaysia and China. The company’s platform offers fintech and wealth management services to a large client base and is the first fintech company to be listed on the Singapore Stock Exchange.On 6th January 2021, iFast reported that its assets under administration (AUA) grew by 44.5% YoY to reach S$14.45bn as at 31st December 2020 from S$10bn in the previous year. This indicates a 14.8% QoQ increase from S$12.59bn as at the end of 3Q2020.

IFast Corp: Higher AUA Growth Points Toward Significant Growth in 4Q Earnings (Quantamental)

iFAST

IFast Corp: Higher AUA Growth Points Toward Significant Growth in 4Q Earnings (Quantamental)