'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)

<div><p style="text-align: center;"><strong>• BEST &amp; WORST •</strong></p></div><div>
<p>Our best and worst pair from Monday's announcements is <a href="https://www.smartkarma.com/entities/weathernews-inc" target="_blank" data-smartkarma-citation="entities:16991:1" rel="noopener">Weathernews (4825 JP)</a> and <a href="https://www.smartkarma.com/entities/coca-cola-bottlers-japan" target="_blank" data-smartkarma-citation="entities:20051:1" rel="noopener">Coca Cola Bottlers Japan (2579 JP)</a>. </p>
<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/163/489/original/2020-10-06_05-34-42.png?1601930214" class="editor-image img-responsive" data-smartkarma-image-id="163489"></figure><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/163/490/original/2020-10-06_05-35-26.png?1601930263" class="editor-image img-responsive" data-smartkarma-image-id="163490"></figure><div class="content-caption">Source for all charts &amp; tables: Japan Analytics</div>
<div><p>DAILY STATS</p></div>
<hr>
<div><p style="text-align: center;"><strong>12 Quarterly Results</strong></p></div>
<div><ul style="list-style-type: disc;">
<li><p><strong>Results Score:</strong> 33% Positive / 8% Neutral / 58% Negative</p></li>
<li><p><strong>Average Results Score Change:</strong> -2.0 points</p></li>
<li><p><strong>Average % Change in Revenue:</strong> -12.5% Quarter YoY / -5.1% Rolling TTM YoY </p></li>
<li><p><strong>Average Operating Profit Margin Change:</strong> -3.3ppt</p></li>
<li><p><strong>Percentage Making Quarterly Losses:</strong> 25%</p></li>
</ul></div>
<hr>
<div><p style="text-align: center;"><strong>10 Annual • 5 Interim Forecasts/Revisions</strong></p></div>
<div><ul style="list-style-type: disc;">
<li><p><strong>Annual Forecast/Revision Score:</strong> 50% Positive /20% Neutral / 30% Negative</p></li>
<li><p><strong>Interim Forecast/Revision Score Change:</strong> 20% Positive / 0% Neutral / 80% Negative</p></li>
<li><p><strong>Average Forecast/Revision Score Change:</strong> -5.1 point</p></li>
</ul></div>
</div>

• BEST &amp; WORST •
Our best and worst pair from Monday's announcements is Weathernews (4825 JP) and Coca Cola Bottlers Japan (2579 JP). 
Source for all charts &amp; tables: Japan Analytics
DAILY STATS

12 Quarterly Results

Results Score: 33% Positive / 8% Neutral / 58% Negative
Average Results Score Change: -2.0 points
Average % Change in Revenue: -12.5% Quarter YoY / -5.1% Rolling TTM YoY 
Average Operating Profit Margin Change: -3.3ppt
Percentage Making Quarterly Losses: 25%


10 Annual • 5 Interim Forecasts/Revisions

Annual Forecast/Revision Score: 50% Positive /20% Neutral / 30% Negative
Interim Forecast/Revision Score Change: 20% Positive / 0% Neutral / 80% Negative
Average Forecast/Revision Score Change: -5.1 point



🇯🇵 JAPAN • Results & Revisions - 10/​​​​​​05 Fuji, Weathernews, Create SD, Daikin, Coca Cola Japan

Japan

WEATHERNEWS INC. provides custom weather forecasting services for a wide variety of clients.  The Company is a systems integrator for industrial quality weather monitoring systems.  Systems are designed around a client's individual requirement.  Weathernews provides content using a variety of technologies, including the Internet, television, radio, and cellular phone.

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52-week Range	0.00 - 0.00
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Weathernews Inc (4825 JP)

🇯🇵 JAPAN • Results & Revisions - 10/05 Fuji, Weathernews, Create SD, Daikin, Coca Cola Japan

• BEST & WORST • Our best and worst pair is home centre Shimachu (8184 JP) for whom a rumoured bid from peer DCM has emerged and diaper...

Campbell Gunn

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

🇯🇵 JAPAN • Results & Revisions - 10/​​​​​​05 Fuji, Weathernews, Create SD, Daikin, Coca Cola Japan

• BEST & WORST • Our best and worst pair is home centre Shimachu (8184 JP) for whom a rumoured bid from peer DCM has emerged and diaper...

Campbell Gunn

🇯🇵 JAPAN • Results & Revisions - 10/05 Fuji, Weathernews, Create SD, Daikin, Coca Cola Japan