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

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 & japan / Thematic (Sector/Industry)

<p>Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of March 4th:</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/7-eleven-in-india-standard-franchise-model-would-require-minor-tweaks-in-india" target="_blank">7-Eleven in India: Standard Franchise Model Would Require Minor Tweaks in India</a></td>
<td><a href="https://www.smartkarma.com/profiles/oshadhi-kumarasiri" target="_blank">Oshadhi Kumarasiri</a></td>
<td>4/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/rakuten-4755-jp-lyft-ipo-s-big-lift-unlikely-to-lead-to-a-sustained-re-rating" target="_blank">Rakuten (4755 JP): Lyft IPO’s Big Lift Unlikely to Lead to a Sustained Re-Rating</a></td>
<td><a href="https://www.smartkarma.com/profiles/arun-george" target="_blank">Arun George</a></td>
<td>4/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/nexon-controlling-stake-sale-names-included-in-short-list" target="_blank">Nexon Controlling Stake Sale: Names Included in Short List</a></td>
<td><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank">Sanghyun Park</a></td>
<td>4/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/rakuten-4755-lyft-lifts-shares-price-but-there-is-much-further-to-go" target="_blank">Rakuten (4755) Lyft Lifts Shares Price but There Is Much Further to Go.</a></td>
<td><a href="https://www.smartkarma.com/profiles/nicholas-tanner" target="_blank">Nicholas Tanner</a></td>
<td>4/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/rakuten-lyft-ipo-provides-timely-support-for-mobile-deployment" target="_blank">Rakuten: Lyft IPO Provides Timely Support for Mobile Deployment</a></td>
<td><a href="https://www.smartkarma.com/profiles/kirk-boodry" target="_blank">Kirk Boodry</a></td>
<td>5/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/alps-alpine-buyback-proceeding-apace" target="_blank">Alps Alpine Buyback Proceeding Apace</a></td>
<td><a href="https://www.smartkarma.com/profiles/travis-lundy" target="_blank">Travis Lundy</a></td>
<td>5/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/mizuho-financial-group-8411-jp-writing-off-the-past" target="_blank">Mizuho Financial Group (8411 JP): Writing Off the Past</a></td>
<td><a href="https://www.smartkarma.com/profiles/j-brian-waterhouse" target="_blank">J. Brian Waterhouse</a></td>
<td>7/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/renesas-factory-stoppage-announcement-should-correct-premature-rebound-expectations" target="_blank">Renesas: Factory Stoppage Announcement Should Correct Premature Rebound Expectations</a></td>
<td><a href="https://www.smartkarma.com/profiles/mio-kato-cfa" target="_blank">Mio Kato, CFA</a></td>
<td>7/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/japan-chinese-flu" target="_blank">Japan – Chinese Flu</a></td>
<td><a href="https://www.smartkarma.com/companies/ts-lombard" target="_blank">TS Lombard</a></td>
<td>8/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/japan-stock-weekly-02f1ced1-a14e-43af-82f9-a60d4b28b43a" target="_blank">Japan Stock Weekly</a></td>
<td><a href="https://www.smartkarma.com/companies/pearl-hill-advisors" target="_blank">Pearl Hill Advisors</a></td>
<td>8/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/nec-6701-jt-facial-recognition-leaders" target="_blank">NEC (6701 JT) - Facial Recognition Leaders</a></td>
<td><a href="https://www.smartkarma.com/companies/pelham-smithers-associates" target="_blank">Pelham Smithers Associates</a></td>
<td>9/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/smc-6273-jp-profit-decline-accelerates" target="_blank">SMC (6273 JP): Profit Decline Accelerates</a></td>
<td><a href="https://www.smartkarma.com/profiles/scott-foster" target="_blank">Scott Foster</a></td>
<td>9/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/japan-moving-average-outliers-anges-sanbio-adastria-ain-sumco-benefit-one" target="_blank">🇯🇵 Japan: Moving Average Outliers - AnGes, SanBio, Adastria, AIN, Sumco &amp; Benefit One</a></td>
<td><a href="https://www.smartkarma.com/profiles/campbell-gunn" target="_blank">Campbell Gunn</a></td>
<td>10/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/japan-largest-qoq-decline-in-operating-cash-flow-in-a-decade-free-cash-flow-turns-negative" target="_blank">🇯🇵 Japan • Largest QoQ Decline in Operating Cash Flow in a Decade - Free Cash Flow Turns Negative</a></td>
<td><a href="https://www.smartkarma.com/profiles/campbell-gunn" target="_blank">Campbell Gunn</a></td>
<td>10/3/2019</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/posco-chemtech-merger-renaming-kospi-move-joining-kospi-200" target="_blank">POSCO Chemtech: Merger, Renaming, KOSPI Move &amp; Joining KOSPI 200</a></td>
<td><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank">Sanghyun Park</a></td>
<td>4/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/orion-holdco-sub-trade-holdco-s-price-catching-up-was-overworked-time-for-sub-to-catch-up" target="_blank">Orion Holdco/Sub Trade: Holdco's Price Catching up Was Overworked, Time for Sub to Catch Up</a></td>
<td><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank">Sanghyun Park</a></td>
<td>5/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/hyundai-autoever-ipo-valuation-analysis" target="_blank">Hyundai Autoever IPO Valuation Analysis</a></td>
<td><a href="https://www.smartkarma.com/profiles/douglas-kim" target="_blank">Douglas Kim</a></td>
<td>6/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/youngone-holdco-sub-trade-price-divergence-got-too-wide" target="_blank">Youngone Holdco/Sub Trade: Price Divergence Got Too Wide</a></td>
<td><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank">Sanghyun Park</a></td>
<td>6/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/korea-m-a-spotlight-posco-or-sk-to-acquire-kcft-for-about-1-trillion-won" target="_blank">Korea M&amp;A Spotlight: POSCO or SK to Acquire KCFT for About 1 Trillion Won?</a></td>
<td><a href="https://www.smartkarma.com/profiles/douglas-kim" target="_blank">Douglas Kim</a></td>
<td>7/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/samsung-s-nxp-acquisition-story-again-resurfaces-trade-approach-on-same-common-1p" target="_blank">Samsung's NXP Acquisition: Story Again Resurfaces, Trade Approach on SamE Common/1P</a></td>
<td><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank">Sanghyun Park</a></td>
<td>7/3/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/hhi-dsme-acquisition-current-situation-trade-approach" target="_blank">HHI - DSME Acquisition: Current Situation &amp; Trade Approach</a></td>
<td><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank">Sanghyun Park</a></td>
<td>10/3/2019</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 March 4th:




Insight


Insight Provider


Published




Japan

 
 


7-Eleven in India: Standard Franchise Model Would Require Minor Tweaks in India
Oshadhi Kumarasiri
4/3/2019


Rakuten (4755 JP): Lyft IPO’s Big Lift Unlikely to Lead to a Sustained Re-Rating
Arun George
4/3/2019


Nexon Controlling Stake Sale: Names Included in Short List
Sanghyun Park
4/3/2019


Rakuten (4755) Lyft Lifts Shares Price but There Is Much Further to Go.
Nicholas Tanner
4/3/2019


Rakuten: Lyft IPO Provides Timely Support for Mobile Deployment
Kirk Boodry
5/3/2019


Alps Alpine Buyback Proceeding Apace
Travis Lundy
5/3/2019


Mizuho Financial Group (8411 JP): Writing Off the Past
J. Brian Waterhouse
7/3/2019


Renesas: Factory Stoppage Announcement Should Correct Premature Rebound Expectations
Mio Kato, CFA
7/3/2019


Japan – Chinese Flu
TS Lombard
8/3/2019


Japan Stock Weekly
Pearl Hill Advisors
8/3/2019


NEC (6701 JT) - Facial Recognition Leaders
Pelham Smithers Associates
9/3/2019


SMC (6273 JP): Profit Decline Accelerates
Scott Foster
9/3/2019


🇯🇵 Japan: Moving Average Outliers - AnGes, SanBio, Adastria, AIN, Sumco &amp; Benefit One
Campbell Gunn
10/3/2019


🇯🇵 Japan • Largest QoQ Decline in Operating Cash Flow in a Decade - Free Cash Flow Turns Negative
Campbell Gunn
10/3/2019


 
 
 



South Korea

 
 


POSCO Chemtech: Merger, Renaming, KOSPI Move &amp; Joining KOSPI 200
Sanghyun Park
4/3/2019


Orion Holdco/Sub Trade: Holdco's Price Catching up Was Overworked, Time for Sub to Catch Up
Sanghyun Park
5/3/2019


Hyundai Autoever IPO Valuation Analysis
Douglas Kim
6/3/2019


Youngone Holdco/Sub Trade: Price Divergence Got Too Wide
Sanghyun Park
6/3/2019


Korea M&amp;A Spotlight: POSCO or SK to Acquire KCFT for About 1 Trillion Won?
Douglas Kim
7/3/2019


Samsung's NXP Acquisition: Story Again Resurfaces, Trade Approach on SamE Common/1P
Sanghyun Park
7/3/2019


HHI - DSME Acquisition: Current Situation &amp; Trade Approach
Sanghyun Park
10/3/2019


 
 
 




Smartkarma’s Week that Was in JP/​​​​​KR: Nexon, Rakuten, POSCO and Samsung Electronics

Smartkarma’s Week that Was in JP/​​​​​KR: Nexon, Rakuten, POSCO and Samsung Electronics

Smartkarma’s Week that Was in JP/KR: Nexon, Rakuten, POSCO and Samsung Electronics