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Equity Analyst, LightStream Research

Aqila Ali

Equity Analyst

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.

Event-Driven

Samvardhana Motherson International Ltd / Event-Driven

Samvardhana Motherson International Ltd (MOTHERSO IN)

<p>It was reported two days ago that Motherson has plans to acquire 3 more companies within the next 6 months. Following the news, the company’s share price has risen by about 1% to reach INR355 today, similar to the level it traded at when we first wrote on the company.  Motherson’s acquisition spree continues while it also focuses on organic growth bringing it closer to its vision 2020 target. The company has planned to invest around INR19bn in organic expansion of which 50% is to be invested in…</p>

It was reported two days ago that Motherson has plans to acquire 3 more companies within the next 6 months. Following the news, the company’s share price has risen by about 1% to reach INR355 today, similar to the level it traded at when we first wrote on the company.  Motherson’s acquisition spree continues while it also focuses on organic growth bringing it closer to its vision 2020 target. The company has planned to invest around INR19bn in organic expansion of which 50% is to be invested in…

Motherson Sumi: 3 Acquisitions in 6 Months- A Feasible Plan?