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

Smartkarma’s Week that Was in JP/​​​​​​KR: Hanjin Kal, JP Ins & Holdings, Nexon, Yaskawa, Koito

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.

Thematic (Sector/Industry)

South korea Industrials / Thematic (Sector/Industry)

<p>Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of April 01st:</p>
<table class="table table-striped">
<tbody>
<tr>
<td>
<h2>Insight</h2>
</td>
<td>
<h2>Insight Provider</h2>
</td>
<td>
<h2>Published</h2>
</td>
</tr>
<tr>
<td>
<h2>Japan</h2>
</td>
<td> </td>
<td> </td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/optex-6914-jp-factory-automation-slowdown-in-the-price" target="_blank">Optex (6914 JP): Factory Automation Slowdown in the Price</a></td>
<td><a href="https://www.smartkarma.com/profiles/scott-foster" target="_blank">Scott Foster</a></td>
<td>1/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/sony-trading-low-just-above-higher-conviction-intermediate-buy-support" target="_blank">Sony Trading Low Just Above Higher Conviction Intermediate Buy Support</a></td>
<td><a href="https://www.smartkarma.com/profiles/thomas-schroeder" target="_blank">Thomas Schroeder</a></td>
<td>1/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/sumco-well-positioned-to-expand-capacity-faster-than-its-competitors-if-demand-picks-up" target="_blank">Sumco: Well Positioned to Expand Capacity Faster than Its Competitors if Demand Picks Up</a></td>
<td><a href="https://www.smartkarma.com/profiles/shifara-samsudeen-acma-cgma" target="_blank">Shifara Samsudeen, ACMA, CGMA</a></td>
<td>1/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/japanese-cosmetics-sector-weak-inbound-sales-in-january-was-merely-a-one-off-glitch" target="_blank">Japanese Cosmetics Sector: Weak Inbound Sales in January Was Merely a One-Off Glitch</a></td>
<td><a href="https://www.smartkarma.com/profiles/oshadhi-kumarasiri" target="_blank">Oshadhi Kumarasiri</a></td>
<td>1/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/pan-pacific-don-quijote-bringing-joy-into-shopping" target="_blank">Pan Pacific/Don Quijote: Bringing Joy into Shopping</a></td>
<td><a href="https://www.smartkarma.com/profiles/oshadhi-kumarasiri" target="_blank">Oshadhi Kumarasiri</a></td>
<td>2/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/mercari-why-mercari-is-likely-to-be-a-winner-in-the-cashless-wars" target="_blank">Mercari: Why Mercari Is Likely to Be a Winner in the Cashless Wars</a></td>
<td><a href="https://www.smartkarma.com/profiles/mio-kato-cfa" target="_blank">Mio Kato, CFA</a></td>
<td>2/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/japan-display-deal-to-raise-jpy110bn-from-china-taiwan-consortium-and-japanese-investment-fund" target="_blank">Japan Display: Deal to Raise JPY110bn from China-Taiwan Consortium and Japanese Investment Fund</a></td>
<td><a href="https://www.smartkarma.com/profiles/shifara-samsudeen-acma-cgma" target="_blank">Shifara Samsudeen, ACMA, CGMA</a></td>
<td>3/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/toyota-hitting-the-hybrid-accelerator-and-towing-suzuki-and-mazda-in-its-wake" target="_blank">Toyota: Hitting the Hybrid Accelerator and Towing Suzuki and Mazda in Its Wake</a></td>
<td><a href="https://www.smartkarma.com/profiles/mio-kato-cfa" target="_blank">Mio Kato, CFA</a></td>
<td>3/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/tse-s-market-structure-review-public-comments-as-expected-but-miss-the-mark" target="_blank">TSE's Market Structure Review: Public Comments As Expected, But Miss The Mark</a></td>
<td><a href="https://www.smartkarma.com/profiles/travis-lundy" target="_blank">Travis Lundy</a></td>
<td>3/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/japanese-banks-beyond-the-ides-of-march" target="_blank">Japanese Banks:  Beyond the Ides of March</a></td>
<td><a href="https://www.smartkarma.com/profiles/j-brian-waterhouse" target="_blank">J. Brian Waterhouse</a></td>
<td>3/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/sony-corp-key-takeaways-from-our-recent-meeting-with-ir-team" target="_blank">Sony Corp: Key Takeaways from Our Recent Meeting with IR Team</a></td>
<td><a href="https://www.smartkarma.com/profiles/farha-sabri" target="_blank">Farha Sabri</a></td>
<td>4/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/mtg-co-ltd-problems-stretch-far-beyond-the-new-chinese-e-commerce-legislation" target="_blank">MTG Co Ltd; Problems Stretch Far Beyond the New Chinese E-Commerce Legislation</a></td>
<td><a href="https://www.smartkarma.com/profiles/oshadhi-kumarasiri" target="_blank">Oshadhi Kumarasiri</a></td>
<td>4/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/nexon-sale-key-questions-at-this-point-most-realistic-answers" target="_blank">Nexon Sale: Key Questions at This Point &amp; Most Realistic Answers</a></td>
<td><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank">Sanghyun Park</a></td>
<td>5/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/japan-post-insurance-placement-3x-the-ipo-size-basics-and-index-impact" target="_blank">Japan Post Insurance Placement - 3x the IPO Size - Basics and Index Impact</a></td>
<td><a href="https://www.smartkarma.com/profiles/sumeet-singh" target="_blank">Sumeet Singh</a></td>
<td>5/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/japan-post-insurance-the-tostnet-3-buyback" target="_blank">Japan Post Insurance - The ToSTNeT-3 Buyback</a></td>
<td><a href="https://www.smartkarma.com/profiles/travis-lundy" target="_blank">Travis Lundy</a></td>
<td>7/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/japan-relative-price-scores-market-sectors-peer-groups-extreme-negative-divergence" target="_blank">🇯🇵 Japan • Relative Price Scores - Market, Sectors &amp; Peer Groups &gt; Extreme Negative Divergence</a></td>
<td><a href="https://www.smartkarma.com/profiles/campbell-gunn" target="_blank">Campbell Gunn</a></td>
<td>7/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/organo-6368-jp-company-visit-notes-and-conclusions" target="_blank">Organo (6368 JP): Company Visit Notes and Conclusions</a></td>
<td><a href="https://www.smartkarma.com/profiles/scott-foster" target="_blank">Scott Foster</a></td>
<td>7/4/2019</td>
</tr>
<tr>
<td> </td>
<td> </td>
<td> </td>
</tr>
<tr>
<td>
<h2>South Korea</h2>
</td>
<td> </td>
<td> </td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/naver-faces-macro-downside-pressure" target="_blank">Naver Faces Macro Downside Pressure</a></td>
<td><a href="https://www.smartkarma.com/profiles/thomas-schroeder" target="_blank">Thomas Schroeder</a></td>
<td>3/4/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/dhico-rights-offer-current-status-trade-approach" target="_blank">DHICO Rights Offer: Current Status &amp; Trade Approach</a></td>
<td><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank">Sanghyun Park</a></td>
<td>8/4/2019</td>
</tr>
<tr>
<td> </td>
<td> </td>
<td> </td>
</tr>
</tbody>
</table>

Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of April 01st:




Insight


Insight Provider


Published




Japan

 
 


Optex (6914 JP): Factory Automation Slowdown in the Price
Scott Foster
1/4/2019


Sony Trading Low Just Above Higher Conviction Intermediate Buy Support
Thomas Schroeder
1/4/2019


Sumco: Well Positioned to Expand Capacity Faster than Its Competitors if Demand Picks Up
Shifara Samsudeen, ACMA, CGMA
1/4/2019


Japanese Cosmetics Sector: Weak Inbound Sales in January Was Merely a One-Off Glitch
Oshadhi Kumarasiri
1/4/2019


Pan Pacific/Don Quijote: Bringing Joy into Shopping
Oshadhi Kumarasiri
2/4/2019


Mercari: Why Mercari Is Likely to Be a Winner in the Cashless Wars
Mio Kato, CFA
2/4/2019


Japan Display: Deal to Raise JPY110bn from China-Taiwan Consortium and Japanese Investment Fund
Shifara Samsudeen, ACMA, CGMA
3/4/2019


Toyota: Hitting the Hybrid Accelerator and Towing Suzuki and Mazda in Its Wake
Mio Kato, CFA
3/4/2019


TSE's Market Structure Review: Public Comments As Expected, But Miss The Mark
Travis Lundy
3/4/2019


Japanese Banks:  Beyond the Ides of March
J. Brian Waterhouse
3/4/2019


Sony Corp: Key Takeaways from Our Recent Meeting with IR Team
Farha Sabri
4/4/2019


MTG Co Ltd; Problems Stretch Far Beyond the New Chinese E-Commerce Legislation
Oshadhi Kumarasiri
4/4/2019


Nexon Sale: Key Questions at This Point &amp; Most Realistic Answers
Sanghyun Park
5/4/2019


Japan Post Insurance Placement - 3x the IPO Size - Basics and Index Impact
Sumeet Singh
5/4/2019


Japan Post Insurance - The ToSTNeT-3 Buyback
Travis Lundy
7/4/2019


🇯🇵 Japan • Relative Price Scores - Market, Sectors &amp; Peer Groups &gt; Extreme Negative Divergence
Campbell Gunn
7/4/2019


Organo (6368 JP): Company Visit Notes and Conclusions
Scott Foster
7/4/2019


 
 
 



South Korea

 
 


Naver Faces Macro Downside Pressure
Thomas Schroeder
3/4/2019


DHICO Rights Offer: Current Status &amp; Trade Approach
Sanghyun Park
8/4/2019


 
 
 




Smartkarma’s Week that Was in JP/​​​​​​KR: Nexon, Japan Post, Toyota and Doosan Heavy

Smartkarma’s Week that Was in JP/​​​​​​KR: Nexon, Japan Post, Toyota and Doosan Heavy

Smartkarma’s Week that Was in JP/KR: Nexon, Japan Post, Toyota and Doosan Heavy