Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

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

Macnica Holdings Inc / Equity Capital Markets

On March 2nd <a href="https://www.smartkarma.com/entities/26074" target="_blank" data-smartkarma-citation="entities:26074:1">Macnica Fuji Electronics Hol (3132 JP)</a>, the result of a merger between <a href="https://www.smartkarma.com/entities/2498" target="_blank" data-smartkarma-citation="entities:2498:1">Macnica Inc (7631 JP)</a> and <a href="https://www.smartkarma.com/entities/6691" target="_blank" data-smartkarma-citation="entities:6691:1">Fuji Electronics Co Ltd (9883 JP)</a>, announced that it would conduct a public offering (OP guidance was simultaneously raised 8%), precipitating a 23% fall in the company's share price. The total offering including OA represents 27.5% of outstanding shares, 53.4% of  float (as defined by Bloomberg) and about 65 days of 3 month ADV. Maximum dilution including OA would be about 14%.Issuer:…

On March 2nd Macnica Fuji Electronics Hol (3132 JP), the result of a merger between Macnica Inc (7631 JP) and Fuji Electronics Co Ltd (9883 JP), announced that it would conduct a public offering (OP guidance was simultaneously raised 8%), precipitating a 23% fall in the company's share price. The total offering including OA represents 27.5% of outstanding shares, 53.4% of  float (as defined by Bloomberg) and about 65 days of 3 month ADV. Maximum dilution including OA would be about 14%.Issuer:…

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

There were more than 40 reports on Japanese and South Korean companies and their economies in the past week that were published at Smartkarma. The top three reports (in terms of views) covering the North Asia markets in the past week were as follows:<ul>
<li><a href="https://www.smartkarma.com/insights/yakult-50-fewer-calories" target="_blank" data-smartkarma-citation="insights:18156">Yakult: 50% Fewer Calories</a></li>
<li><a href="https://www.smartkarma.com/insights/yakult-honsha-placement-a-little-more-correction-would-be-ideal" target="_blank" data-smartkarma-citation="insights:17958">Yakult Honsha Placement - A Little More Correction Would Be Ideal</a></li>
<li><a href="https://www.smartkarma.com/insights/bgf-bgf-retail-stock-swap-status-update" target="_blank" data-smartkarma-citation="insights:18009">BGF &amp; BGF Retail Stock Swap - Status Update</a></li>
</ul><hr><h2>JAPAN</h2>YAKULT: <a href="https://www.smartkarma.com/profiles/713" target="_blank" data-smartkarma-citation="accounts:713">Mio Kato, CFA</a> wrote about this stock in his report <a href="https://www.smartkarma.com/insights/yakult-50-fewer-calories" target="_blank" data-smartkarma-citation="insights:18156">Yakult: 50% Fewer Calories</a>. Mio is not Gung-Ho Ho on…

There were more than 40 reports on Japanese and South Korean companies and their economies in the past week that were published at Smartkarma. The top three reports (in terms of views) covering the North Asia markets in the past week were as follows:
Yakult: 50% Fewer Calories
Yakult Honsha Placement - A Little More Correction Would Be Ideal
BGF &amp; BGF Retail Stock Swap - Status Update
JAPANYAKULT: Mio Kato, CFA wrote about this stock in his report Yakult: 50% Fewer Calories. Mio is not Gung-Ho Ho on…

The Week That Was In North Asia@Smartkarma: Yakult, Cosmetic Surgery O2O Platform, & Streaming Music

Japan

Macnica Holdings, Inc. operates as a holding company of Macnica Inc. and Fuji Electronics Co Ltd. The Company imports, exports, and distributes electronic components such as semiconductor devices and ICs. Macnica Holdings conducts businesses in Japan.

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Macnica Holdings Inc (3132 JP)

Macnical Failure

On March 2nd Macnica Fuji Electronics Hol (3132 JP), the result of a merger between Macnica Inc (7631 JP) and Fuji Electronics Co Ltd (9883 JP),...

Mio Kato

The Week That Was In North Asia@Smartkarma: Yakult, Cosmetic Surgery O2O Platform, & Streaming Music

There were more than 40 reports on Japanese and South Korean companies and their economies in the past week that were published at Smartkarma. The...

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)