Equity Analyst, LightStream Research

Farha Sabri

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.

Equity Bottom-Up

<ul class="">
<li>The increasing popularity of video streaming services and diminishing demand for cable TV is causing a major shakeup in the US media industry. Video streaming services have become all the rage over the last decade with streaming giant  <a href="https://www.smartkarma.com/entities/20451" target="_blank" data-smartkarma-citation="entities:20451:1">Netflix Inc (NFLX US)</a> seeing the number of worldwide subscribers increasing 5x to 125 million subscribers from 2011 to 1Q2018.</li>
<li>This has led to a frenzy of mergers and acquisitions amongst leading media companies, to curb the setbacks caused by streaming giants and…</li>
</ul>


The increasing popularity of video streaming services and diminishing demand for cable TV is causing a major shakeup in the US media industry. Video streaming services have become all the rage over the last decade with streaming giant  Netflix Inc (NFLX US) seeing the number of worldwide subscribers increasing 5x to 125 million subscribers from 2011 to 1Q2018.
This has led to a frenzy of mergers and acquisitions amongst leading media companies, to curb the setbacks caused by streaming giants and…


Vertical Mergers Greenlit for US Media Companies; More Bids for Fox Acquisition?