Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Thematic (Sector/Industry)

<h2>Mercari: future growth path and potential M&amp;A targets</h2><p><a href="https://www.smartkarma.com/profiles/713" target="_blank" data-smartkarma-citation="accounts:713">Mio Kato, CFA</a> discusses what Mercari founder Shintarou Yamada highlighted in the recent press interviews. The main focus of these interviews with founder Shintarou Yamada has been on the additional growth areas Mercari could venture into including smartphone payments, AI usage for improving customer convenience/experience, and the potential global market scale which could be about 10 times that of the domestic market. But Mio says he is more…</p>

Mercari: future growth path and potential M&amp;A targetsMio Kato, CFA discusses what Mercari founder Shintarou Yamada highlighted in the recent press interviews. The main focus of these interviews with founder Shintarou Yamada has been on the additional growth areas Mercari could venture into including smartphone payments, AI usage for improving customer convenience/experience, and the potential global market scale which could be about 10 times that of the domestic market. But Mio says he is more…

Japan & Korea @Smartkarma: Mercari, Kim/Trump, AirBnB in Japan, Toshiba & MCorset IPO

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 Bottom-Up

Ichigo Hotel Reit Investment / Equity Bottom-Up

<p>With Japan's "Minpaku" law set to become effective on 15 Jun there has been much turmoil with <a href="https://asia.nikkei.com/Spotlight/Sharing-Economy/Japan-s-Airbnb-refugees-are-desperate-for-alternatives" target="_blank">Airbnb reportedly cancelling 80% of its 62,000 Japanese listings</a> following instructions from the Japan Tourism Agency to ensure that listings were in compliance with the new law. Airbnb previously operated in a legal grey zone within Japan and in order to clarify the legality of its position, the Ministry of Land, Infrastructure, Transport and Tourism (MLIT) drew up regulations to legalise home sharing…</p>

With Japan's "Minpaku" law set to become effective on 15 Jun there has been much turmoil with Airbnb reportedly cancelling 80% of its 62,000 Japanese listings following instructions from the Japan Tourism Agency to ensure that listings were in compliance with the new law. Airbnb previously operated in a legal grey zone within Japan and in order to clarify the legality of its position, the Ministry of Land, Infrastructure, Transport and Tourism (MLIT) drew up regulations to legalise home sharing…

80% of Japanese AirBnB Listings Just Got Cancelled - Who Benefits?

Japan

ICHIGO HOTEL REIT INVESTMENT CORP. is a specialized hotel J-REIT, established with the mission of leveraging Ichigo Group's deep value-add expertise and management know-how.

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Ichigo Hotel Reit Investment (3463 JP)

Japan & Korea @Smartkarma: Mercari, Kim/Trump, AirBnB in Japan, Toshiba & MCorset IPO

Mercari: future growth path and potential M&A targetsMio Kato, CFA discusses what Mercari founder Shintarou Yamada highlighted in the recent...

Sanghyun Park

80% of Japanese AirBnB Listings Just Got Cancelled - Who Benefits?

With Japan's "Minpaku" law set to become effective on 15 Jun there has been much turmoil with Airbnb reportedly cancelling 80% of its 62,000...

Mio Kato

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