Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Japanese and Asian equity long/short strategies

Uzabase

Specialising in Japanese and Asian equity long/short strategies with a focus on rigorous, but targeted quantitative analysis to temper evaluations of company strategy, potential and vision. At Uzabase, our team of analysts provides coverage of industry dynamics with a local Asian flavour on Speeda, our financial information platform. Going forward we are aiming to channel our focus toward thematic research on emerging industries and company research.

Equity Bottom-Up

<p>Jio’s 100 million subscribers may be only a month away from the expiration of their free services, but the company seems to be playing its cards right with the introduction of the Jio Prime Membership scheme expected to last till the end of FY2018. The paid service is aggressive by itself, but now Jio’s competitors will not have to shoot in the dark when it comes to pricing. Will Jio be able to sustain its upper hand in the mobile internet market or will it cede its position to competitors who…</p>

Jio’s 100 million subscribers may be only a month away from the expiration of their free services, but the company seems to be playing its cards right with the introduction of the Jio Prime Membership scheme expected to last till the end of FY2018. The paid service is aggressive by itself, but now Jio’s competitors will not have to shoot in the dark when it comes to pricing. Will Jio be able to sustain its upper hand in the mobile internet market or will it cede its position to competitors who…

Jio Aggression Sets the Cat Amongst the Pigeons

India

One 97 Communications Limited provides payment solutions. The Company provides online services such as hotel booking, top ups, data processing, games, mobile content, and bill payments. One 97 Communications Limited serves customers worldwide.

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Paytm (PAYTM IN)

Jio Aggression Sets the Cat Amongst the Pigeons

Jio’s 100 million subscribers may be only a month away from the expiration of their free services, but the company seems to be playing its cards...

Mio Kato

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