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: NTT/Urban, Korean Rights, Japanese Retail Evolution, Alpine

Smartkarma's Week that Was in JP/KR: Softbank, JDI, Pioneer Corp and Doosan Bobcat

Smartkarma’s Week that Was in JP/ KR: Donki Uny-Fied, Lots of Lotte, Softbank and Isetan Mitsukoshi

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 January 21<sup>st</sup>:</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/itochu-confirms-intent-to-deepen-hold-over-descente" target="_blank">Itochu Confirms Intent to Deepen Hold over Descente</a></td>
<td><a href="https://www.smartkarma.com/profiles/michael-causton" target="_blank">Michael Causton</a></td>
<td>21/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/the-ger-weekly-events-wrap-softbank-xiaomi-capitaland-and-navitas" target="_blank">The GER Weekly EVENTS Wrap: Softbank, Xiaomi, Capitaland and Navitas</a></td>
<td><a href="https://www.smartkarma.com/profiles/rickin-thakrar" target="_blank">Rickin Thakrar</a></td>
<td>21/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/smallcap-kosaido-7868-jp-tender-offer-wrong-price-but-whaddya-gonna-do" target="_blank">Smallcap Kosaido (7868 JP) Tender Offer: Wrong Price But Whaddya Gonna Do?</a></td>
<td><a href="https://www.smartkarma.com/profiles/travis-lundy" target="_blank">Travis Lundy</a></td>
<td>21/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/nissan-renault-french-state-intervention-continues" target="_blank">Nissan/Renault: French State Intervention Continues</a></td>
<td><a href="https://www.smartkarma.com/profiles/travis-lundy" target="_blank">Travis Lundy</a></td>
<td>21/10/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/japanese-savings-rates-soar-in-2018-a-blow-to-abe-s-plans-but-a-boon-for-discount-retailing" target="_blank">Japanese Savings Rates Soar in 2018: A Blow to Abe’s Plans but a Boon for Discount Retailing</a></td>
<td><a href="https://www.smartkarma.com/profiles/michael-causton" target="_blank">Michael Causton</a></td>
<td>22/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/another-semi-bigly-buyback-at-toc-still-an-mbo-candidate" target="_blank">Another Semi-BIGLY Buyback at TOC: STILL an MBO Candidate</a></td>
<td><a href="https://www.smartkarma.com/profiles/travis-lundy" target="_blank">Travis Lundy</a></td>
<td>23/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/shinmaywa-own-share-tender-offer-at-premium" target="_blank">Shinmaywa Own Share Tender Offer at Premium</a></td>
<td><a href="https://www.smartkarma.com/profiles/travis-lundy" target="_blank">Travis Lundy</a></td>
<td>23/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/panasonic-is-bonding-with-toyota-a-jv-plan-for-2020" target="_blank">Panasonic Is Bonding with Toyota- A JV Plan for 2020</a></td>
<td><a href="https://www.smartkarma.com/profiles/aqila-ali" target="_blank">Aqila Ali</a></td>
<td>23/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/raising-don-quijote-s-fve-on-the-upside-to-lift-profitability-of-uny-s-retail-business" target="_blank">Raising Don Quijote's FVE on the Upside to Lift Profitability of Uny’s Retail Business</a></td>
<td><a href="https://www.smartkarma.com/profiles/morningstar-distribution" target="_blank">Morningstar Distribution</a></td>
<td>23/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/tosei-8923-an-undervalued-and-depressed-japanese-property-developer" target="_blank">Tosei (8923) An Undervalued and Depressed Japanese Property Developer.</a></td>
<td><a href="https://www.smartkarma.com/profiles/nicholas-tanner" target="_blank">Nicholas Tanner</a></td>
<td>23/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/recruit-holdings-placement-a-tiny-long-overdue-sell-down" target="_blank">Recruit Holdings Placement - A Tiny, Long Overdue Sell Down</a></td>
<td><a href="https://www.smartkarma.com/profiles/zhen-zhou-toh" target="_blank">Zhen Zhou, Toh</a></td>
<td>23/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/rakuten-4755-jp-yahoo-japan-4689-jp-are-battling-for-share-in-the-growing-japanese-ec-market" target="_blank">Rakuten (4755 JP) &amp; Yahoo Japan (4689 JP) Are Battling for Share in the Growing Japanese EC Market</a></td>
<td><a href="https://www.smartkarma.com/profiles/nathan-ramler-cfa" target="_blank">Nathan Ramler, CFA</a></td>
<td>23/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/japan-post-holdings-basing-cycle-with-clear-sell-and-buy-levels" target="_blank">Japan Post Holdings Basing Cycle with Clear Sell and Buy Levels</a></td>
<td><a href="https://www.smartkarma.com/profiles/thomas-schroeder" target="_blank">Thomas Schroeder</a></td>
<td>24/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/kddi-deal-for-kabu-com-8703-jp-coming" target="_blank">KDDI Deal for Kabu.com (8703 JP) Coming?</a></td>
<td><a href="https://www.smartkarma.com/profiles/travis-lundy" target="_blank">Travis Lundy</a></td>
<td>25/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/ger-upcoming-events-and-earnings-calendar" target="_blank">GER Upcoming EVENTS and Earnings Calendar</a></td>
<td><a href="https://www.smartkarma.com/profiles/rickin-thakrar" target="_blank">Rickin Thakrar</a></td>
<td>25/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/japan-stock-weekly" target="_blank">Japan Stock Weekly</a></td>
<td><a href="https://www.smartkarma.com/profiles/nicholas-tanner" target="_blank">Nicholas Tanner</a></td>
<td>25/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/also-in-the-news-updates-from-japanese-retail-markets" target="_blank">Also in the News: Updates from Japanese Retail Markets</a></td>
<td><a href="https://www.smartkarma.com/profiles/michael-causton" target="_blank">Michael Causton</a></td>
<td>26/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/japan-moving-average-outliers-tech-nical-rebound" target="_blank">Japan: Moving Average Outliers - Tech[nical] Rebound</a></td>
<td><a href="https://www.smartkarma.com/profiles/campbell-gunn" target="_blank">Campbell Gunn</a></td>
<td>27/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/31-january-topix-jpx-nikkei-400-major-index-changes" target="_blank">31 January TOPIX &amp; JPX Nikkei 400 Major Index Changes</a></td>
<td><a href="https://www.smartkarma.com/profiles/travis-lundy" target="_blank">Travis Lundy</a></td>
<td>27/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/nidec-6594-jp-recovery-to-take-time-valuations-still-high" target="_blank">Nidec (6594 JP): Recovery to Take Time, Valuations Still High</a></td>
<td><a href="https://www.smartkarma.com/profiles/scott-foster" target="_blank">Scott Foster</a></td>
<td>27/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/japan-consistency-scores-steady-eddies-v-rollercoaster-rides" target="_blank">Japan: Consistency Scores - Steady Eddies V. Rollercoaster Rides</a></td>
<td><a href="https://www.smartkarma.com/profiles/campbell-gunn" target="_blank">Campbell Gunn</a></td>
<td>27/01/2019</td>
</tr>
<tr>
<td>
<h2>South Korea</h2>
</td>
<td> </td>
<td> </td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/hanon-systems-018880-overvalued-stocks-in-the-low-margin-sector" target="_blank">Hanon Systems (018880): Overvalued Stocks in The Low Margin Sector</a></td>
<td><a href="https://www.smartkarma.com/profiles/henry-soediarko" target="_blank">Henry Soediarko</a></td>
<td>21/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/hyosung-holdings-current-status-trade-approach" target="_blank">Hyosung Holdings: Current Status &amp; Trade Approach</a></td>
<td><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank">Sanghyun Park</a></td>
<td>21/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/korean-stubs-biweekly-sigma-2-which-holdcos-are-outperforming-this-year-and-why" target="_blank">Korean Stubs Biweekly Sigma σ (#2): Which Holdcos Are Outperforming This Year and Why?</a></td>
<td><a href="https://www.smartkarma.com/profiles/douglas-kim" target="_blank">Douglas Kim</a></td>
<td>21/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/samsung-electronics-share-class-close-prev-position-initiate-new-one-reversely" target="_blank">Samsung Electronics Share Class: Close Prev Position &amp; Initiate New One Reversely</a></td>
<td><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank">Sanghyun Park</a></td>
<td>22/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/korean-stubs-spotlight-a-pair-trade-between-amorepacific-group-shiseido" target="_blank">Korean Stubs Spotlight: A Pair Trade Between Amorepacific Group &amp; Shiseido</a></td>
<td><a href="https://www.smartkarma.com/profiles/douglas-kim" target="_blank">Douglas Kim</a></td>
<td>23/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/nexen-holdco-trade-quick-reversion-on-yesterday-s-2-price-divergence" target="_blank">Nexen Holdco Trade: Quick Reversion on Yesterday's 2σ Price Divergence</a></td>
<td><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank">Sanghyun Park</a></td>
<td>24/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/orion-holdco-trade-current-status-trade-approach" target="_blank">Orion Holdco Trade: Current Status &amp; Trade Approach</a></td>
<td><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank">Sanghyun Park</a></td>
<td>24/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/rrg-proprietary-corporate-governance-scoring-system-identifies-poor-governance-in-korea" target="_blank">RRG Proprietary Corporate Governance Scoring System Identifies Poor Governance in Korea</a></td>
<td><a href="https://www.smartkarma.com/profiles/david-riedel" target="_blank">David Riedel</a></td>
<td>25/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/korean-stubs-spotlight-a-pair-trade-between-sk-telecom-sk-hynix" target="_blank">Korean Stubs Spotlight: A Pair Trade Between SK Telecom &amp; SK Hynix</a></td>
<td><a href="https://www.smartkarma.com/profiles/douglas-kim" target="_blank">Douglas Kim</a></td>
<td>26/01/2019</td>
</tr>
<tr>
<td><a href="https://www.smartkarma.com/insights/list-of-23-tradable-prefs-in-korea-samsung-e-m-cj-cheiljedang-currently-catch-the-eye" target="_blank">List of 23 Tradable Prefs in Korea: Samsung E-M &amp; CJ CheilJedang Currently Catch the Eye</a></td>
<td><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank">Sanghyun Park</a></td>
<td>27/01/2019</td>
</tr>
</tbody>
</table>

Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of January 21st:




Insight


Insight Provider


Published




Japan

 
 


Itochu Confirms Intent to Deepen Hold over Descente
Michael Causton
21/01/2019


The GER Weekly EVENTS Wrap: Softbank, Xiaomi, Capitaland and Navitas
Rickin Thakrar
21/01/2019


Smallcap Kosaido (7868 JP) Tender Offer: Wrong Price But Whaddya Gonna Do?
Travis Lundy
21/01/2019


Nissan/Renault: French State Intervention Continues
Travis Lundy
21/10/2019


Japanese Savings Rates Soar in 2018: A Blow to Abe’s Plans but a Boon for Discount Retailing
Michael Causton
22/01/2019


Another Semi-BIGLY Buyback at TOC: STILL an MBO Candidate
Travis Lundy
23/01/2019


Shinmaywa Own Share Tender Offer at Premium
Travis Lundy
23/01/2019


Panasonic Is Bonding with Toyota- A JV Plan for 2020
Aqila Ali
23/01/2019


Raising Don Quijote's FVE on the Upside to Lift Profitability of Uny’s Retail Business
Morningstar Distribution
23/01/2019


Tosei (8923) An Undervalued and Depressed Japanese Property Developer.
Nicholas Tanner
23/01/2019


Recruit Holdings Placement - A Tiny, Long Overdue Sell Down
Zhen Zhou, Toh
23/01/2019


Rakuten (4755 JP) &amp; Yahoo Japan (4689 JP) Are Battling for Share in the Growing Japanese EC Market
Nathan Ramler, CFA
23/01/2019


Japan Post Holdings Basing Cycle with Clear Sell and Buy Levels
Thomas Schroeder
24/01/2019


KDDI Deal for Kabu.com (8703 JP) Coming?
Travis Lundy
25/01/2019


GER Upcoming EVENTS and Earnings Calendar
Rickin Thakrar
25/01/2019


Japan Stock Weekly
Nicholas Tanner
25/01/2019


Also in the News: Updates from Japanese Retail Markets
Michael Causton
26/01/2019


Japan: Moving Average Outliers - Tech[nical] Rebound
Campbell Gunn
27/01/2019


31 January TOPIX &amp; JPX Nikkei 400 Major Index Changes
Travis Lundy
27/01/2019


Nidec (6594 JP): Recovery to Take Time, Valuations Still High
Scott Foster
27/01/2019


Japan: Consistency Scores - Steady Eddies V. Rollercoaster Rides
Campbell Gunn
27/01/2019



South Korea

 
 


Hanon Systems (018880): Overvalued Stocks in The Low Margin Sector
Henry Soediarko
21/01/2019


Hyosung Holdings: Current Status &amp; Trade Approach
Sanghyun Park
21/01/2019


Korean Stubs Biweekly Sigma σ (#2): Which Holdcos Are Outperforming This Year and Why?
Douglas Kim
21/01/2019


Samsung Electronics Share Class: Close Prev Position &amp; Initiate New One Reversely
Sanghyun Park
22/01/2019


Korean Stubs Spotlight: A Pair Trade Between Amorepacific Group &amp; Shiseido
Douglas Kim
23/01/2019


Nexen Holdco Trade: Quick Reversion on Yesterday's 2σ Price Divergence
Sanghyun Park
24/01/2019


Orion Holdco Trade: Current Status &amp; Trade Approach
Sanghyun Park
24/01/2019


RRG Proprietary Corporate Governance Scoring System Identifies Poor Governance in Korea
David Riedel
25/01/2019


Korean Stubs Spotlight: A Pair Trade Between SK Telecom &amp; SK Hynix
Douglas Kim
26/01/2019


List of 23 Tradable Prefs in Korea: Samsung E-M &amp; CJ CheilJedang Currently Catch the Eye
Sanghyun Park
27/01/2019




Smartkarma’s Week that Was in JP/​​​KR: Nissan/Renault, Panasonic, Hanon and Nexen

Smartkarma’s Week that Was in JP/​​​KR: Nissan/Renault, Panasonic, Hanon and Nexen

Smartkarma’s Week that Was in JP/KR: Nissan/Renault, Panasonic, Hanon and Nexen