Equity Analyst, LightStream Research

Chacko Jacob

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/3213" target="_blank" data-smartkarma-citation="entities:3213:1">Abc Mart Inc (2670 JP)</a> is a Japanese footwear retailer with over 1,200 stores including 264 in overseas locations. Buoyed by a surge in tourism, the company has seen its revenue grow at a CAGR of 7.8% in the last four years. With rising awareness of the ABC  brand  and keen attention to the latest footwear trends, the company has the potential to continue its strong growth, not just in Japan but also overseas.</p>

Abc Mart Inc (2670 JP) is a Japanese footwear retailer with over 1,200 stores including 264 in overseas locations. Buoyed by a surge in tourism, the company has seen its revenue grow at a CAGR of 7.8% in the last four years. With rising awareness of the ABC  brand  and keen attention to the latest footwear trends, the company has the potential to continue its strong growth, not just in Japan but also overseas.

Pan Pacific International Holdings (7532 JP)

ABC-Mart (2670 JP): Evolving Sneakerhead Culture and Athleisure Products To Continue Drawing Crowds