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

Hon Hai: 1Q20 Beats Consensus Despite Pandemic Impact; LT Prospects Remain Positive

TSMC Stops Taking New Orders from Huawei to Comply with US Export Control Laws

Apple 2Q Results: Resilience Enough to Cope with the Covid-19 Pandemic

Apple to Move One-Fifth of Its IPhone Production to India from China

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

<p>Wiwynn is a cloud computing infrastructure provider who develops high-density computing and storage products and rack solutions for data centers. The company has grown its earnings significantly over the past couple of years due to strong demand for servers.</p>
<p>We are positive about Wiwynn’s future growth prospects as the launch of 5G would further increase demand for cloud services. In addition, the ongoing Covid-19 pandemic has resulted in strong demand for data centers which bodes well for Wiwynn. Furthermore, Wiwynn regularly develops new products to suit technological developments that should help the company win more new customers.</p>

Wiwynn is a cloud computing infrastructure provider who develops high-density computing and storage products and rack solutions for data centers. The company has grown its earnings significantly over the past couple of years due to strong demand for servers.
We are positive about Wiwynn’s future growth prospects as the launch of 5G would further increase demand for cloud services. In addition, the ongoing Covid-19 pandemic has resulted in strong demand for data centers which bodes well for Wiwynn. Furthermore, Wiwynn regularly develops new products to suit technological developments that should help the company win more new customers.

Wiwynn: Strong Server Demand and New Customer Wins to Drive Growth

Wiwynn Corp

Wiwynn: Strong Server Demand and New Customer Wins to Drive Growth