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

Kuaishou IPO: Stable Profits Seem Possible with Cost Discipline and Expanding Revenues

IQIYI Valuation: Netflix of China Seems Overvalued; No Growth Without Sacrificing Profits

IQIYI Placement: Searching for Additional Revenues Amidst Deepening Losses

Yidu Tech IPO: Strong Top Line Growth; New Markets and Offerings Should Support Further Growth

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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 Capital Markets

<a href="https://www.smartkarma.com/entities/yidu-tech-inc" target="_blank" data-smartkarma-citation="entities:29245:1" rel="noopener">Yidu Tech Inc (YID HK)</a>  is a big data and AI solutions provider for healthcare sector and the company was ranked no. 1 in terms of revenue among all healthcare big data solution providers in China in 2019. The company has filed for an IPO to list its shares on the Hong Kong Stock Exchange to raise about US$500m.In our previous two insights on the company’s IPO, we examined Yidu Tech’s business model, business segments, pricing, industry and the revenues. In this insight, we examine the company’s profitability and its potential to generate operating profits over the next few years.Read our previous two insights on the company's IPO:<a href="https://www.smartkarma.com/insights/yidu-tech-pre-ipo-first-look" target="_blank" data-smartkarma-citation="insights:46340" rel="noopener">Yidu Tech Pre-IPO: First Look</a> <a href="https://www.smartkarma.com/insights/yidu-tech-ipo-strong-top-line-growth-new-markets-and-offerings-should-support-further-growth" target="_blank" data-smartkarma-citation="insights:46380" rel="noopener">Yidu Tech IPO: Strong Top Line Growth; New Markets and Offerings Should Support Further Growth</a>

Yidu Tech Inc (YID HK)  is a big data and AI solutions provider for healthcare sector and the company was ranked no. 1 in terms of revenue among all healthcare big data solution providers in China in 2019. The company has filed for an IPO to list its shares on the Hong Kong Stock Exchange to raise about US$500m.In our previous two insights on the company’s IPO, we examined Yidu Tech’s business model, business segments, pricing, industry and the revenues. In this insight, we examine the company’s profitability and its potential to generate operating profits over the next few years.Read our previous two insights on the company's IPO:Yidu Tech Pre-IPO: First Look Yidu Tech IPO: Strong Top Line Growth; New Markets and Offerings Should Support Further Growth 

Yidu Tech IPO: Seems to Have a Clear Path to Profits