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)

The Nikkei published an article over the weekend that we felt was well worth reading: <a href="https://asia.nikkei.com/Politics-Economy/Economy/Startups-not-status-Japan-s-top-grads-rethink-success?page=1" target="_blank">Startups not status Japan's top grads rethink success</a>We have been commenting <a href="https://www.smartkarma.com/insights/japan-reflation-take-4-the-end-of-deleveraging" target="_blank">off</a> and <a href="https://www.smartkarma.com/insights/wage-growth-is-about-to-return-to-japan-and-could-lead-to-labour-market-reform" target="_blank">on</a> about our belief that Japan's underlying economy is significantly stronger than we have ever seen it, noting that corporate profits, capital efficiency and balance sheets have seen significant improvement since the GFC and now appear to have more or less fully recovered from the excesses of the 80s bubble era. This is…

The Nikkei published an article over the weekend that we felt was well worth reading: Startups not status Japan's top grads rethink successWe have been commenting off and on about our belief that Japan's underlying economy is significantly stronger than we have ever seen it, noting that corporate profits, capital efficiency and balance sheets have seen significant improvement since the GFC and now appear to have more or less fully recovered from the excesses of the 80s bubble era. This is…

Japan: Wage Inflation, Startups and an Evolving Economy

Director, Pearl Hill Advisors

Nicholas Tanner

Director

Pearl Hill Advisors

Equity Bottom-Up

PKSHA (pronounced Parksha and from the Hindi word for clairvoyance) was listed on the Mothers exchange in September 2017. It is already 30% owned by the foreign investor. The founder owns 45% and Noritsu Koki (7744) owns another 13% (worth Y21bn to Noritsu Koki vs. its current market cap of Y90bn). It is unique amongst listed Japanese companies. Using deep learning and machine learning technology, it develops algorithmic software that improves work efficiency as well as the automation process…

PKSHA (pronounced Parksha and from the Hindi word for clairvoyance) was listed on the Mothers exchange in September 2017. It is already 30% owned by the foreign investor. The founder owns 45% and Noritsu Koki (7744) owns another 13% (worth Y21bn to Noritsu Koki vs. its current market cap of Y90bn). It is unique amongst listed Japanese companies. Using deep learning and machine learning technology, it develops algorithmic software that improves work efficiency as well as the automation process…

PKSHA (3993) Pure Play on Deep Learning and Machine Learning Technology but Expensive.

Japan

PKSHA Technology Inc. provides software development services. The Company develops and manages image recognition, universal dialogue, and customer behavior forecast software. PKSHA Technology serves clients in Japan.

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PKSHA Technology (3993 JP)

Japan: Wage Inflation, Startups and an Evolving Economy

The Nikkei published an article over the weekend that we felt was well worth reading: Startups not status Japan's top grads rethink successWe have...

Mio Kato

PKSHA (3993) Pure Play on Deep Learning and Machine Learning Technology but Expensive.

PKSHA (pronounced Parksha and from the Hindi word for clairvoyance) was listed on the Mothers exchange in September 2017. It is already 30% owned...

Pearl Hill Advisors

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