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

Sony – PS5 Controller Haptics Getting Good Reviews

JD Health Pre-IPO: Peer Comparison Reveals JD Health’s Financials Are Stronger than Competition

Yatsen IPO: Revenue Growth Comes at the Expense of Margins

Sony Acquires a 4.98% Stake in Bilibili to Capture China’s Gen Z Through Mobile Games and Anime

Sony Pictures Entertainment Buys Octonauts Maker Silvergate to Strengthen Its Entry into Kids Genre

Sony – We Believe OP Could Actually Rise YoY

Sony – PS5’s SSD Is “Oodles” Faster and This Makes Series X’s Graphics Edge Irrelevant

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.

Event-Driven

It was reported by Nikkei on Friday (30th October) that Sony has entered into final negotiations to acquire the US-based anime-streaming service company Crunchyroll. The deal is expected to be worth around JPY100bn (US$957m) which will give Sony access to Crunchyroll’s 70m users across the world.Anime streaming has become mainstream in Japan and globally, and Sony has taken several initiatives to expand its presence in the anime segment. The company previously acquired a 95% stake in Funimation, a Japanese anime distributor and also bought over children’s animation series maker Silvergate, who has developed world-class series such as Octonauts, Hilda and Peter Rabbit. Sony also acquired a stake in Chinese Comic and anime developer Bilibili.

It was reported by Nikkei on Friday (30th October) that Sony has entered into final negotiations to acquire the US-based anime-streaming service company Crunchyroll. The deal is expected to be worth around JPY100bn (US$957m) which will give Sony access to Crunchyroll’s 70m users across the world.Anime streaming has become mainstream in Japan and globally, and Sony has taken several initiatives to expand its presence in the anime segment. The company previously acquired a 95% stake in Funimation, a Japanese anime distributor and also bought over children’s animation series maker Silvergate, who has developed world-class series such as Octonauts, Hilda and Peter Rabbit. Sony also acquired a stake in Chinese Comic and anime developer Bilibili.

Sony: Crunchyroll Acquisition to Strengthen Anime Content and Take on Rivals Netflix and Hulu

Sony Corp

Sony: Crunchyroll Acquisition to Strengthen Anime Content and Take on Rivals Netflix and Hulu