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

While we are typically sceptical about high multiple tech IPOs holding on to large first day pops, we view Appier as a high-quality name. Thus, its relatively modest first day gain so far of ~30% has us quite interested on the long side. A refreshing change from our typically banal call to run for the hills as soon as possible.

While we are typically sceptical about high multiple tech IPOs holding on to large first day pops, we view Appier as a high-quality name. Thus, its relatively modest first day gain so far of ~30% has us quite interested on the long side. A refreshing change from our typically banal call to run for the hills as soon as possible.

Appier Group IPO – First Day Trading – Worth Adding

With Coconala looking like it will open towards the high-end or above our “30-50% pop” guesstimate, we take another look into our crystal ball to check whether this is an issue that is worth hanging onto, or whether your capital might be better deployed elsewhere.

With Coconala looking like it will open towards the high-end or above our “30-50% pop” guesstimate, we take another look into our crystal ball to check whether this is an issue that is worth hanging onto, or whether your capital might be better deployed elsewhere.

Coconala IPO – First Day Trading – I See an Air Pocket in Your Future

We believe that Appier’s prospects are strong and that the listing has good potential to “pop”. Financial performance has looked reasonable rather stellar, but that is only if you ignore the rapid acceleration in growth during the last six months on account of algorithm improvements. In addition, the thematic background for the stock is highly attractive and we believe this is a very intriguing name, not just for the potential IPO pop but also for the long-term.

We believe that Appier’s prospects are strong and that the listing has good potential to “pop”. Financial performance has looked reasonable rather stellar, but that is only if you ignore the rapid acceleration in growth during the last six months on account of algorithm improvements. In addition, the thematic background for the stock is highly attractive and we believe this is a very intriguing name, not just for the potential IPO pop but also for the long-term.

Appier Group IPO – Valuation, Peer Comparison and Recent IPO Comparison

Appier Group offers an interesting opportunity for Japanese investors given the company’s strong roots in AI and rapid growth across Asia. While AI names are popular thematically, we believe Appier is a high quality option within the space and could surprise to the upside in terms of both revenue growth and margins.

Appier Group offers an interesting opportunity for Japanese investors given the company’s strong roots in AI and rapid growth across Asia. While AI names are popular thematically, we believe Appier is a high quality option within the space and could surprise to the upside in terms of both revenue growth and margins.

Appier Group IPO – AI and Recurring Revenue Should Make This Pop but This Isn’t Just a Buzzword Play

Japan

Appier Group, Inc. provides artificial intelligence software as a service (AISaaS) services based on data-driven decisions. The Company offers data analysis for potential users predicting and acquiring, relationships building and maintaining, purchasing and action motivation, audience intelligence, and more. Appier Group serves clients across Asian.

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Appier Group (4180 JP)

Appier Group IPO – First Day Trading – Worth Adding

While Appier Group's revenue growth of just 24% last year appears to have led to a modest IPO debut we see signs this could accelerate to 60-80%+...

Mio Kato

Coconala IPO – First Day Trading – I See an Air Pocket in Your Future

With Coconala looking to open strong we take a look into our crystal ball to check whether this is an issue that is worth hanging onto, or whether...

Mio Kato

Appier Group IPO – Valuation, Peer Comparison and Recent IPO Comparison

We believe Appier is a very intriguing name, not just for the potential IPO pop but also for the long-term growth prospects the company offers in a...

Mio Kato

Appier Group IPO – AI and Recurring Revenue Should Make This Pop but This Isn’t Just a Buzzword Play

While AI names are popular thematically, we believe Appier is a high quality option within the space and could surprise to the upside in terms of...

Mio Kato

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