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.

Event-Driven

<p><a href="https://www.smartkarma.com/entities/19771" target="_blank" data-smartkarma-citation="entities:19771:1">Asahi Kasei Corp (3407 JP)</a> announced yesterday that it has finalized its deal to acquire Sage Automotive Interiors, a US-based textile supplier for USD1.06 bn (approx. JPY119bn). The deal has been under discussion since October last year between Asahi Kasei and Clearlake Sage Holdings (a unit of U.S. private equity specialist- Clearlake Capital Group which owns Sage Automotive Interior). Asahi through the acquisition will buy Clearlake’s entire holding in Sage including debt. Previously, the…</p>

Asahi Kasei Corp (3407 JP) announced yesterday that it has finalized its deal to acquire Sage Automotive Interiors, a US-based textile supplier for USD1.06 bn (approx. JPY119bn). The deal has been under discussion since October last year between Asahi Kasei and Clearlake Sage Holdings (a unit of U.S. private equity specialist- Clearlake Capital Group which owns Sage Automotive Interior). Asahi through the acquisition will buy Clearlake’s entire holding in Sage including debt. Previously, the…

Asahi Kasei: Sage Automotive Acquisition Strengthens Automotive Growth Prospects