Japan/Asia Long-Short, LightStream Research

Mio Kato

Over 15 years analysing Japanese and Asian stocks from a long/short perspective

I focus on cyclically driven sectors such as Gaming, Factory Automation and Autos

An eclectic background as a long-short analyst, upper management at a financial data startup through its listing, and as the founder of a team analysing big/alternative data, all of which supports independent and differentiated views... we hope

An appreciation for Mathematics drives the development of a "Micro-Quantamental" process which can provide a data-driven, historically-informed and semi-automated foundation upon which to layer more qualitative and judgemental analysis, thus improving investment decision-making speed and accuracy

Japan/Asia Long-Short

Reliance Jio's New Feature Phones Likely to Add Pressure on Smartphone Sales in India

As Jio Gears Up To Disrupt Wired Broadband Segment Is Privatisation Of BSNL Finally On The Cards?

Friday Musings: Is Jio Mobilising to Disrupt Direct-To-Home Services Next?

Jio's Dependence on the Rural Sector to Remain High in the Medium Term

Jio Infra: Ready for Next-Gen Mobile Networks

Indian Cab Market: Aggregation May Not Be the Key to Success

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

<h2><strong>Stabilising Speeds a Sign of Jio’s Infrastructure Investment Paying off? </strong></h2><p>We had stated in an earlier report (<a href="https://www.smartkarma.com/insights/jio-infra-ready-for-next-gen-mobile-networks" target="_blank" data-smartkarma-citation="insights:9515">Jio Infra: Ready for Next-Gen Mobile Networks</a>) that we expected Jio’s speeds to remain consistent once the free services were terminated and infrastructure ramped up. While data regarding speed is available only until the end of March 2017, it is clear that Jio will continue to lead and consistently offer high speeds even after the termination of its free services. This could be a…</p>

Stabilising Speeds a Sign of Jio’s Infrastructure Investment Paying off? We had stated in an earlier report (Jio Infra: Ready for Next-Gen Mobile Networks) that we expected Jio’s speeds to remain consistent once the free services were terminated and infrastructure ramped up. While data regarding speed is available only until the end of March 2017, it is clear that Jio will continue to lead and consistently offer high speeds even after the termination of its free services. This could be a…

As Jio's Speed Stabilises It Looks for Ways to Attract High ARPU Customers

Reliance Industries

As Jio's Speed Stabilises It Looks for Ways to Attract High ARPU Customers