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LightStream Research

LightStream Research
Long-Short Analysis on Japan, Asia and the World

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Japan & India Consumer Discretionary & Industrials Equities
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bullishNidec Corp
15 Dec 2024 14:14

Nidec (6594 JP): India & Nvidia Point the Way Forward

New factories in India, water-cooling units for Blackwell equipped servers and other factors to support sales growth and higher margins. 17.5x P/E...

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bullishKioxia Holdings
05 Dec 2024 02:14

Kioxia IPO: Peer Comparison and Valuation

Kioxia's implied valuation multiples are at a deep discounts to peer multiples. The company’s earnings have been volatile and margins have trailed...

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bearishKioxia Holdings
28 Nov 2024 19:16

Kioxia IPO: Initial Thoughts on Financials and Valuation

​Kioxia's IPO is timely as earnings have almost approached the cycle peak, but the proposed valuation is at a huge discount to what Bain paid six...

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25 Nov 2024 20:28

Keisei Electric Jumps 14% on Reports of Murakami Stake

​Activist investor Murakami's stake in Keisei Electric Railway leads to a 14% rise in share price, with potential for multiples to expand due to...

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bullishS.F. Holding
21 Nov 2024 16:43

SF Holding HKEx Listing: Peer Comparison and Valuation

SF Holding seeks to raise HK$6.2bn (US$795m) through its Hong Kong listing. Our valuation analysis suggests that the offering is attractive at the...

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