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

BayCurrent: Strong Earnings and an Upgrade to Guidance; Drop in Multiples Offers a Good Entry Point

Shift: Strong Earnings Momentum to Continue with Expanding Software Testing into Metaverse Market

Hoya: Life Care Exceeds Pre-Covid Levels; Slight Upgrade to Forecasts with a Small Buyback

Shift 4Q: Growth Story Is Getting Stronger

Baycurrent Consulting: Strong Fundamentals; Up Almost 200% and Further Upside Likely

Nihon M&A (2127 JP): The Most Liquid Way to Play Japan's Structural M&A Opportunity

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>
<a href="https://www.smartkarma.com/entities/nihon-m-a-center-inc" target="_blank" data-smartkarma-citation="entities:17616:1" rel="noopener">Nihon M&amp;A Center (2127 JP)</a> , Japan’s largest M&amp;A center, offers various M&amp;A related services. Japan is actively looking to counter the issue of lack of successors in SMEs.</li>
<li>M&amp;As have been identified as a solution which offers Nihon with strong growth opportunity. Nihon is also part of the M&amp;A Intermediaries Association which seeks to improve Japan’s M&amp;A process.</li>
<li>In this insight, we examine the company’s business model, key drivers, outlook, financials and valuation.</li>
</ul>



Nihon M&amp;A Center (2127 JP) , Japan’s largest M&amp;A center, offers various M&amp;A related services. Japan is actively looking to counter the issue of lack of successors in SMEs.
M&amp;As have been identified as a solution which offers Nihon with strong growth opportunity. Nihon is also part of the M&amp;A Intermediaries Association which seeks to improve Japan’s M&amp;A process.
In this insight, we examine the company’s business model, key drivers, outlook, financials and valuation.


Nihon M&A Center: Kishida’s New Initiatives Towards SMEs to Accelerate Growth