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

Unity Software Shanghai: Localizing Products and Services for Game Developers in China

Lionheart: Over Dependence on One-Single Game

Rokid Corporation: AR Player Catering to the Industrials Sector

Shanghai Longcheer: Leading ODM Vendor Leveraging Its Expertise for AR/VR

Nreal: AR/MR Technology Player Recognised for Affordable Glasses

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.

Private Capital Markets

Pico Technology / Private Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/qingdao-pico-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:36878:1" rel="noopener">Pico Technology (1870309D CH)</a>  is a Virtual Reality (VR) / Extended reality (XR) technology company that develops and sells VR glasses and comprehensive XR solutions.</li>
<li>The company is the market leader in the XR market in China and has a global presence. It was acquired by ByteDance in 2021.</li>
<li>PICO is a company to watch for in the VR/XR segment given it operates in a growing market and has already established itself as a prominent player in this space.</li>
</ul>



Pico Technology (1870309D CH)  is a Virtual Reality (VR) / Extended reality (XR) technology company that develops and sells VR glasses and comprehensive XR solutions.
The company is the market leader in the XR market in China and has a global presence. It was acquired by ByteDance in 2021.
PICO is a company to watch for in the VR/XR segment given it operates in a growing market and has already established itself as a prominent player in this space.


Pico Technology

PICO: Leader in Chinese XR Market