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

Hygeia Healthcare IPO (Part II): Healthy Valuation

JW Therapeutics: Limited Upside from the Top End; Further Potential if Other Drugs Become Successful

IFast 3Q2020 Results: Strong Earnings Momentum to Continue with New Business Initiatives

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Lufax IPO Valuation: The Risk-Reward Profile Does Not Justify the Premium

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

Established in 2008, <a href="https://www.smartkarma.com/entities/remegen-ltd" target="_blank" data-smartkarma-citation="entities:29191:1" rel="noopener">Remegen Ltd (1788976D CH)</a>  is a commercial-ready biopharmaceutical company for the treatment of autoimmune, oncology and ophthalmic diseases.Two of the company’s core product candidates Telitacicept (RC18) and Disitamab Vedotin (RC48) have been accepted by NMPA and were granted priority review. The company expects to receive approval from the NMPA for the above two drug candidates in 4Q2020 and 2Q2021 respectively.The company has filed to list its shares on the Hong Kong Exchange and plans to raise around US$400m. In this insight, we examine the company’s product pipeline, its core drug candidates and their potential.

Established in 2008, Remegen Ltd (1788976D CH)  is a commercial-ready biopharmaceutical company for the treatment of autoimmune, oncology and ophthalmic diseases.Two of the company’s core product candidates Telitacicept (RC18) and Disitamab Vedotin (RC48) have been accepted by NMPA and were granted priority review. The company expects to receive approval from the NMPA for the above two drug candidates in 4Q2020 and 2Q2021 respectively.The company has filed to list its shares on the Hong Kong Exchange and plans to raise around US$400m. In this insight, we examine the company’s product pipeline, its core drug candidates and their potential.

RemeGen IPO: Key Drugs Show Promising Potential