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Equity Analyst, LightStream Research

Aqila Ali

Equity Analyst

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.

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/mazda-motor-corp" target="_blank" data-smartkarma-citation="entities:20528:1" rel="noopener">Mazda Motor (7261 JP)</a> is cheap. This is perhaps not surprising given the company’s deteriorating margins in the past, but as we have argued, investments were necessary to improve the company’s long-term prospects. Despite the headwinds from the pandemic, green shoots from this strategy are appearing and we believe the depressed valuations offer multi-bagger potential.</p>

Mazda Motor (7261 JP) is cheap. This is perhaps not surprising given the company’s deteriorating margins in the past, but as we have argued, investments were necessary to improve the company’s long-term prospects. Despite the headwinds from the pandemic, green shoots from this strategy are appearing and we believe the depressed valuations offer multi-bagger potential.

2021 High Conviction - Mazda Accelerating Out of COVID Corner