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

Yidu Tech IPO: Strong Top Line Growth; New Markets and Offerings Should Support Further Growth

Pop Mart International IPO: Valuation Insights

Poppins IPO: Well Positioned to Benefit from Japanese Demographic Trends

Blue Moon IPO: More Expensive than Multinational Household Care Players Even at Low-End of Pricing

Kuaishou Pre-IPO: Strengthening Top Line and Ample Monetisation Opportunities

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

Poppins Holdings Inc / Equity Capital Markets

<a href="https://www.smartkarma.com/entities/poppins-holdings-inc" target="_blank" data-smartkarma-citation="entities:31056:1" rel="noopener">Poppins Holdings Inc (7358 JP)</a> , the provider of child and elderly care services in Japan has filed for an IPO to list its shares on the Tokyo Exchange. The company will be issuing 1.1m new shares at the IPO while existing shareholders will issue 2.15m shares, and at the midpoint of the IPO pricing of JPY2,750 per share, the company will raise gross proceeds of JPY8.9bn (US$85.8m).In our previous insight on the company’s IPO, we examined the company’s business model, segments and financials. In this insight, we discuss the company’s valuation.Read our previous insight on the company's IPO:<a href="https://www.smartkarma.com/insights/poppins-ipo-well-positioned-to-benefit-from-japanese-demographic-trends" target="_blank" data-smartkarma-citation="insights:46156" rel="noopener">Poppins IPO: Well Positioned to Benefit from Japanese Demographic Trends</a>

Poppins Holdings Inc (7358 JP) , the provider of child and elderly care services in Japan has filed for an IPO to list its shares on the Tokyo Exchange. The company will be issuing 1.1m new shares at the IPO while existing shareholders will issue 2.15m shares, and at the midpoint of the IPO pricing of JPY2,750 per share, the company will raise gross proceeds of JPY8.9bn (US$85.8m).In our previous insight on the company’s IPO, we examined the company’s business model, segments and financials. In this insight, we discuss the company’s valuation.Read our previous insight on the company's IPO:Poppins IPO: Well Positioned to Benefit from Japanese Demographic Trends 

Poppins IPO Valuation: Attractively Priced for a Growing Company