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.

Thematic (Sector/Industry)

Japan's Democratic Party is joining under Koike's Hope Party banner to run against the LDP. The risks of Abe's gambit are rising quickly. It would probably take a defection of the Komeito party to really threaten the LDP (which seems highly unlikely) but Koike's momentum is something to behold. As we had previously commented, Abe's election gambit is nowhere near as safe as he might assume and while it still seems probable that he will avoid the fate of other ousted incumbents, this development…

Japan's Democratic Party is joining under Koike's Hope Party banner to run against the LDP. The risks of Abe's gambit are rising quickly. It would probably take a defection of the Komeito party to really threaten the LDP (which seems highly unlikely) but Koike's momentum is something to behold. As we had previously commented, Abe's election gambit is nowhere near as safe as he might assume and while it still seems probable that he will avoid the fate of other ousted incumbents, this development…

Japan's Democratic Party to Merge With/Run Under Koike's Hope Party in Election

Founder and CEO, Europacifica Consulting

Naomi Fink

Founder and CEO

Europacifica Consulting

Our recent policy work on Japanese structural reform has compelled us to examine contemporary issues surrounding corporate governance in the APEC region. We maintain that corporate governance remains one of the pivotal areas of structural reform in Japan that can assist in breaking down Japan’s “lost decades” dynamics.In this piece, we outline the regional debate as pertains to existing Japanese corporate governance standards, and ongoing reforms.  We argue that there might be a middle-ground between Japan's existing corporate governance framework and a US-style model of near-complete shareholder primacy.

Our recent policy work on Japanese structural reform has compelled us to examine contemporary issues surrounding corporate governance in the APEC region. We maintain that corporate governance remains one of the pivotal areas of structural reform in Japan that can assist in breaking down Japan’s “lost decades” dynamics.In this piece, we outline the regional debate as pertains to existing Japanese corporate governance standards, and ongoing reforms.  We argue that there might be a middle-ground between Japan's existing corporate governance framework and a US-style model of near-complete shareholder primacy.

Corporate Governance in Japan: What's at Stake

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Japan Treasury (JAPAN GOVT)

Japan's Democratic Party to Merge With/Run Under Koike's Hope Party in Election

Japan's Democratic Party is joining under Koike's Hope Party banner to run against the LDP. The risks of Abe's gambit are rising quickly. It would...

Mio Kato

Corporate Governance in Japan: What's at Stake

Our recent policy work on Japanese structural reform has compelled us to examine contemporary issues surrounding corporate governance in the APEC...

Naomi Fink

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)