'Quantamental' Japan Specialist, LightStream Research

Campbell Gunn

'Quantamental' Japan Specialist

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.

Thematic (Sector/Industry)

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/156/916/original/2020-09-04_05-58-35.png?1599166728" class="editor-image img-responsive" data-smartkarma-image-id="156916"></figure>
<div class="content-caption">Source for all charts: Japan Analytics</div>
<p><strong>(FAR FROM ROCKY) RACOON</strong> - E-commerce platform <a href="https://www.smartkarma.com/entities/raccoon-holdings-inc" target="_blank" data-smartkarma-citation="entities:4223:1" rel="noopener">Raccoon (3031 JP)</a> produced the best results and revised up for the full-year, earning a maximum positive Forecast/Revision Score. The forward valuation is now a more reasonable 20x EV/OP and a new Relative Price Score high is likely. The other four results all scored negatively, although 5G play <a href="https://www.smartkarma.com/entities/artiza-networks-inc" target="_blank" data-smartkarma-citation="entities:1644:1" rel="noopener">Artiza Networks (6778 JP)</a>'s initial full-year forecasts imply a better FY2021 for the company.</p>


Source for all charts: Japan Analytics
(FAR FROM ROCKY) RACOON - E-commerce platform Raccoon (3031 JP) produced the best results and revised up for the full-year, earning a maximum positive Forecast/Revision Score. The forward valuation is now a more reasonable 20x EV/OP and a new Relative Price Score high is likely. The other four results all scored negatively, although 5G play Artiza Networks (6778 JP)'s initial full-year forecasts imply a better FY2021 for the company.

🇯🇵 JAPAN • Results & Revisions 09/​03 - (Far From Rocky) Raccoon, Rock Field & Artiza Networks

Japan

FUJI ELECTRIC INDUSTRY CO., LTD. manufactures and markets electronic devices. The Company's products include control switches, connecting devices, indicators, lamps, displayers, and other electronic equipment.

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Fuji Electric Industry Co (6654 JP)

🇯🇵 JAPAN • Results & Revisions 09/03 - (Far From Rocky) Raccoon, Rock Field & Artiza Networks

(FAR FROM ROCKY) RACOON - E-commerce platform Raccoon (3031 JP) produced the best results and revised up for the full-year, earning a maximum...

Campbell Gunn

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

🇯🇵 JAPAN • Results & Revisions 09/​03 - (Far From Rocky) Raccoon, Rock Field & Artiza Networks

(FAR FROM ROCKY) RACOON - E-commerce platform Raccoon (3031 JP) produced the best results and revised up for the full-year, earning a maximum...

Campbell Gunn

🇯🇵 JAPAN • Results & Revisions 09/03 - (Far From Rocky) Raccoon, Rock Field & Artiza Networks