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

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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

<p><a href="https://www.smartkarma.com/entities/morpho-inc" target="_blank" data-smartkarma-citation="entities:19454:1" rel="noopener">Morpho Inc (3653 JP)</a> engages in the research, development and licensing of image processing technologies in Japan. The company offers image stabilisation, computational photography, recognition/tracking, stereo camera and display technologies for smartphones, digital cameras, diagnostic imaging, automotive and other mobile devices.</p>
<p>The company’s shares have lost 45% year-to-date and currently trading at JPY1,760 per share which is close to its 5-year low. The company revenues are highly correlated with demand for smartphones which exposes its earnings into significant cyclicality.</p>

Morpho Inc (3653 JP) engages in the research, development and licensing of image processing technologies in Japan. The company offers image stabilisation, computational photography, recognition/tracking, stereo camera and display technologies for smartphones, digital cameras, diagnostic imaging, automotive and other mobile devices.
The company’s shares have lost 45% year-to-date and currently trading at JPY1,760 per share which is close to its 5-year low. The company revenues are highly correlated with demand for smartphones which exposes its earnings into significant cyclicality.

Morpho: Morphing from Smartphones to Other Applications and It’s Cheap