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: Nissan-Renault, Kirin, and Japan-Korea Conflict

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 It / Thematic (Sector/Industry)

<p>Below is the list of Japan/Korea-related posts put on the Smartkarma platform during the week of 15<sup>th</sup> July 2019:</p>
<table class="table table-striped">
<tbody>
<tr>
<td style="width: 439.2px;">
<h2>Insight</h2>
</td>
<td style="width: 156px;">
<h2>Insight Provider</h2>
</td>
<td style="width: 87.2px;">
<h2>Published</h2>
</td>
</tr>
<tr>
<td style="width: 439.2px;">
<h2>Japan</h2>
</td>
<td style="width: 156px;"> </td>
<td style="width: 87.2px;"> </td>
</tr>
<tr>
<td style="width: 439.2px;">
<p><a href="https://www.smartkarma.com/insights/nexon-sale-mbk-behind-scene-stories" target="_blank" rel="noopener">Nexon Sale: MBK Behind Scene Stories</a></p>
</td>
<td style="width: 156px;">
<p><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank" rel="noopener">Sanghyun Park</a></p>
</td>
<td style="width: 87.2px;">
<p>15/07/2019</p>
</td>
</tr>
<tr>
<td style="width: 439.2px;">
<p><a href="https://www.smartkarma.com/insights/ntt-docomo-slow-take-up-for-new-pricing-plans" target="_blank" rel="noopener">NTT DoCoMo: Slow Take-Up for New Pricing Plans</a></p>
</td>
<td style="width: 156px;">
<p><a href="https://www.smartkarma.com/profiles/kirk-boodry" target="_blank" rel="noopener">Kirk Boodry</a></p>
</td>
<td style="width: 87.2px;">
<p>15/07/2019</p>
</td>
</tr>
<tr>
<td style="width: 439.2px;">
<p><a href="https://www.smartkarma.com/insights/sansan-s-first-post-ipo-results-topline-grows-losses-shrink-and-expects-profit-in-fy05-2020e" target="_blank" rel="noopener">Sansan’s First Post IPO Results: Topline Grows, Losses Shrink and Expects Profit in FY05/2020E</a></p>
</td>
<td style="width: 156px;">
<p><a href="https://www.smartkarma.com/profiles/shifara-samsudeen-acma-cgma" target="_blank" rel="noopener">Shifara Samsudeen, ACMA, CGMA</a></p>
</td>
<td style="width: 87.2px;">
<p>16/07/2019</p>
</td>
</tr>
<tr>
<td style="width: 439.2px;">
<p><a href="https://www.smartkarma.com/insights/short-selling-is-big-in-japan" target="_blank" rel="noopener">Short Selling Is Big in Japan</a></p>
</td>
<td style="width: 156px;">
<p><a href="https://www.smartkarma.com/profiles/brian-freitas" target="_blank" rel="noopener">Brian Freitas</a></p>
</td>
<td style="width: 87.2px;">
<p>17/07/2019</p>
</td>
</tr>
<tr>
<td style="width: 439.2px;">
<p><a href="https://www.smartkarma.com/insights/sugi-holding-bull-bear-pivot-macro-buy-zone-and-rally-projections" target="_blank" rel="noopener">Sugi Holding Bull/Bear Pivot, Macro Buy Zone and Rally Projections</a></p>
</td>
<td style="width: 156px;">
<p><a href="https://www.smartkarma.com/profiles/thomas-schroeder" target="_blank" rel="noopener">Thomas Schroeder</a></p>
</td>
<td style="width: 87.2px;">
<p>18/07/2019</p>
</td>
</tr>
<tr>
<td style="width: 439.2px;">
<p><a href="https://www.smartkarma.com/insights/askul-vs-yahoo-japan-gloves-off" target="_blank" rel="noopener">ASKUL Vs Yahoo Japan - Gloves Off</a></p>
</td>
<td style="width: 156px;">
<p><a href="https://www.smartkarma.com/profiles/travis-lundy" target="_blank" rel="noopener">Travis Lundy</a></p>
</td>
<td style="width: 87.2px;">
<p>19/07/2019</p>
</td>
</tr>
<tr>
<td style="width: 439.2px;">
<p><a href="https://www.smartkarma.com/insights/walmart-will-relist-japan-unit-soon-and-at-last-has-potential-to-grow-but-only-online" target="_blank" rel="noopener">Walmart Will Relist Japan Unit Soon and at Last Has Potential to Grow – but Only Online</a></p>
</td>
<td style="width: 156px;">
<p><a href="https://www.smartkarma.com/profiles/michael-causton" target="_blank" rel="noopener">Michael Causton</a></p>
</td>
<td style="width: 87.2px;">
<p>19/07/2019</p>
</td>
</tr>
<tr>
<td style="width: 439.2px;">
<h2><a href="https://www.smartkarma.com/insights/everyone-wants-to-buy-askul-s-lohaco-not-just-yahoo" target="_blank" rel="noopener">Everyone Wants to Buy Askul’s Lohaco, Not Just Yahoo</a></h2>
</td>
<td style="width: 156px;">
<h2><a href="https://www.smartkarma.com/profiles/michael-causton" target="_blank" rel="noopener">Michael Causton</a></h2>
</td>
<td style="width: 87.2px;">
<h2>21/07/2019</h2>
</td>
</tr>
<tr>
<td style="width: 439.2px;">
<h2>South Korea</h2>
</td>
<td style="width: 156px;"> </td>
<td style="width: 87.2px;"> </td>
</tr>
<tr>
<td style="width: 439.2px;"><a href="https://www.smartkarma.com/insights/the-role-of-election-polls-credit-ratings-kospi-on-pressuring-moon-jae-in-to-change-his-mind" target="_blank" rel="noopener">The Role of Election Polls, Credit Ratings, &amp; KOSPI on Pressuring Moon Jae-In to Change His Mind</a></td>
<td style="width: 156px;"><a href="https://www.smartkarma.com/profiles/douglas-kim" target="_blank" rel="noopener">Douglas Kim</a></td>
<td style="width: 87.2px;">15/07/2019</td>
</tr>
<tr>
<td style="width: 439.2px;"><a href="https://www.smartkarma.com/insights/a-comprehensive-list-of-50-stocks-affected-by-a-prolonged-japan-south-korea-conflict" target="_blank" rel="noopener">A Comprehensive List of 50 Stocks Affected by a Prolonged Japan-South Korea Conflict</a></td>
<td style="width: 156px;"><a href="https://www.smartkarma.com/profiles/douglas-kim" target="_blank" rel="noopener">Douglas Kim</a></td>
<td style="width: 87.2px;">17/07/2019</td>
</tr>
<tr>
<td style="width: 439.2px;"><a href="https://www.smartkarma.com/insights/hanjin-kal-situation-several-curious-incidents" target="_blank" rel="noopener">Hanjin Kal Situation: Several Curious Incidents</a></td>
<td style="width: 156px;"><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank" rel="noopener">Sanghyun Park</a></td>
<td style="width: 87.2px;">17/07/2019</td>
</tr>
<tr>
<td style="width: 439.2px;"><a href="https://www.smartkarma.com/insights/helixmith-rights-offer-entry-points-in-subscription-rights-trade-period" target="_blank" rel="noopener">Helixmith Rights Offer: Entry Points in Subscription Rights Trade Period</a></td>
<td style="width: 156px;"><a href="https://www.smartkarma.com/profiles/sanghyun-park" target="_blank" rel="noopener">Sanghyun Park</a></td>
<td style="width: 87.2px;">19/07/2019</td>
</tr>
<tr>
<td style="width: 439.2px;"> </td>
<td style="width: 156px;"> </td>
<td style="width: 87.2px;"> </td>
</tr>
</tbody>
</table>

Below is the list of Japan/Korea-related posts put on the Smartkarma platform during the week of 15th July 2019:




Insight


Insight Provider


Published




Japan

 
 



Nexon Sale: MBK Behind Scene Stories


Sanghyun Park


15/07/2019




NTT DoCoMo: Slow Take-Up for New Pricing Plans


Kirk Boodry


15/07/2019




Sansan’s First Post IPO Results: Topline Grows, Losses Shrink and Expects Profit in FY05/2020E


Shifara Samsudeen, ACMA, CGMA


16/07/2019




Short Selling Is Big in Japan


Brian Freitas


17/07/2019




Sugi Holding Bull/Bear Pivot, Macro Buy Zone and Rally Projections


Thomas Schroeder


18/07/2019




ASKUL Vs Yahoo Japan - Gloves Off


Travis Lundy


19/07/2019




Walmart Will Relist Japan Unit Soon and at Last Has Potential to Grow – but Only Online


Michael Causton


19/07/2019




Everyone Wants to Buy Askul’s Lohaco, Not Just Yahoo


Michael Causton


21/07/2019




South Korea

 
 


The Role of Election Polls, Credit Ratings, &amp; KOSPI on Pressuring Moon Jae-In to Change His Mind
Douglas Kim
15/07/2019


A Comprehensive List of 50 Stocks Affected by a Prolonged Japan-South Korea Conflict
Douglas Kim
17/07/2019


Hanjin Kal Situation: Several Curious Incidents
Sanghyun Park
17/07/2019


Helixmith Rights Offer: Entry Points in Subscription Rights Trade Period
Sanghyun Park
19/07/2019


 
 
 




Smartkarma’s Week that Was in JP/​​​​​​​​​KR: Yahoo Japan, NTT Docomo and Japan-South Korea Conflict

Smartkarma’s Week that Was in JP/​​​​​​​​​KR: Yahoo Japan, NTT Docomo and Japan-South Korea Conflict

Smartkarma’s Week that Was in JP/KR: Yahoo Japan, NTT Docomo and Japan-South Korea Conflict