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

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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

<p>Today saw strong performance among Japanese autos with many stocks in the sector up about 1% and <a href="https://www.smartkarma.com/entities/794" target="_blank" data-smartkarma-citation="entities:794:1">Mitsubishi Motors Corp (7211 JP)</a> and <a href="https://www.smartkarma.com/entities/20528" target="_blank" data-smartkarma-citation="entities:20528:1">Mazda Motor Corp (7261 JP)</a> leading, up 4.46% and 5.29% respectively. MMC reported results yesterday which included a 3% YoY rise in revenue and improvement in OPM from 1.1% to 4.7% while Mazda was featured in an earnings preview by Chugoku Newspaper that suggested the company would generate about JPY40bn in OP and JPY30bn in NP in 1Q. For Mazda the figures would…</p>

Today saw strong performance among Japanese autos with many stocks in the sector up about 1% and Mitsubishi Motors Corp (7211 JP) and Mazda Motor Corp (7261 JP) leading, up 4.46% and 5.29% respectively. MMC reported results yesterday which included a 3% YoY rise in revenue and improvement in OPM from 1.1% to 4.7% while Mazda was featured in an earnings preview by Chugoku Newspaper that suggested the company would generate about JPY40bn in OP and JPY30bn in NP in 1Q. For Mazda the figures would…

Auto Sector Read Through From Strong Mitsubishi Results/Mazda Preview

Mazda Ltd

Auto Sector Read Through From Strong Mitsubishi Results/Mazda Preview