'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)

<p style="text-align: center;"><strong>• BEST &amp; WORST •</strong></p><p style="text-align: left;">Monday's best and 'worst' pairing is agri-chem company <a href="https://www.smartkarma.com/entities/kumiai-chemical-industry-co" target="_blank" data-smartkarma-citation="entities:12566:1" rel="noopener">Kumiai Chemical (4996 JP)</a> and 'star' grocer <a href="https://www.smartkarma.com/entities/kobe-bussan-co-ltd" target="_blank" data-smartkarma-citation="entities:4701:1" rel="noopener">Kobe Bussan (3038 JP)</a>. Although the latter's results showed positive growth, momentum is fading and the forecasts for FY2021 are, as usual, conservative - as is also the case for the former. </p><section class="figure"><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/178/426/original/2020-12-08_08-05-49.png?1607982021" class="editor-image img-responsive" data-smartkarma-image-id="178426"></figure></section><section class="figure"><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/178/427/original/2020-12-15_06-33-56.png?1607982059" class="editor-image img-responsive" data-smartkarma-image-id="178427"></figure></section><div class="content-caption">Source for all charts &amp; tables: Japan Analytics    </div>

• BEST &amp; WORST •Monday's best and 'worst' pairing is agri-chem company Kumiai Chemical (4996 JP) and 'star' grocer Kobe Bussan (3038 JP). Although the latter's results showed positive growth, momentum is fading and the forecasts for FY2021 are, as usual, conservative - as is also the case for the former. Source for all charts &amp; tables: Japan Analytics    

🇯🇵 JAPAN • Results & Revisions 12/​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​14 Kumiai Chem. & Kobe Bussan

Japan

OAT Agrio Co., Ltd. manufactures and sells agricultural chemicals and fertilizer products.  The company also engages in research and development for cultivation technology.

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Oat Agrio (4979 JP)

🇯🇵 JAPAN • Results & Revisions 12/14 Kumiai Chem. & Kobe Bussan

Monday's best and 'worst' pairing is agri-chem company Kumiai Chemical (4996 JP) and 'star' grocer Kobe Bussan (3038 JP).

Campbell Gunn

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

🇯🇵 JAPAN • Results & Revisions 12/​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​14 Kumiai Chem. & Kobe Bussan

Monday's best and 'worst' pairing is agri-chem company Kumiai Chemical (4996 JP) and 'star' grocer Kobe Bussan (3038 JP).

Campbell Gunn

🇯🇵 JAPAN • Results & Revisions 12/14 Kumiai Chem. & Kobe Bussan