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

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

M3: Covid Related Trials and Vaccination Programs Drive Earnings; Core Business Growth Slowing Down

Shanghai Heartcare IPO: DCF Offers Decent Upside but Mind the Ongoing Lawsuit with Medtronic

Takeda: Key Drugs Continue Growth and Upgrade to Guidance; Pipeline Progress Despite Recent Setbacks

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

MicroPort NeuroTech / Equity Capital Markets

<ul>
<li>MicroPort is the largest Chinese neuro-interventional medical device company and has filed for an IPO on the Hong Kong Stock Exchange. Its Portfolio consists of 30 commercialised products and candidates.</li>
<li>Although struggling with margins, the company has an impressive product portfolio with a majority of them having strong competitive advantages.</li>
<li>As most of the products are poised for growth, we are largely positive on the company.  </li>
</ul>


MicroPort is the largest Chinese neuro-interventional medical device company and has filed for an IPO on the Hong Kong Stock Exchange. Its Portfolio consists of 30 commercialised products and candidates.
Although struggling with margins, the company has an impressive product portfolio with a majority of them having strong competitive advantages.
As most of the products are poised for growth, we are largely positive on the company.  


Shanghai HeartCare Medical Technology (6609 HK)

Shanghai MicroPort MedBot Group (2252 HK)

MicroPort NeuroTech IPO: Impressive Product Portfolio Offsets Profitability Concerns