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

Bajaj Auto: New Export Markets and Partnerships Key to Reviving Growth

Bajaj Auto: Revival of Exports Unlikely to Mitigate Risk From Falling Domestic Sales

India: What "FY18 Auto Sales Numbers" Tell Us About Sector and the Companies - Five Key Messages

The Demonetisation Aftermath: Impact on Key Sectors

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>With 44% of the company’s net sales coming from the overseas market, <a href="https://www.smartkarma.com/entities/3613" target="_blank" data-smartkarma-citation="entities:3613:1">Bajaj Auto Ltd (BJAUT IN)</a> is one of the few Indian vehicle manufacturers that has made their international presence felt. The company exports its vehicles to 78 countries, enjoying the #1 and #2 positions in more than 20 of those. But will this strong international presence also prove to be the company’s Achilles heel? The company’s overall sales in FY2017 fell by 6% and contributing to this fall was a 16% drop in exports of…</p>

With 44% of the company’s net sales coming from the overseas market, Bajaj Auto Ltd (BJAUT IN) is one of the few Indian vehicle manufacturers that has made their international presence felt. The company exports its vehicles to 78 countries, enjoying the #1 and #2 positions in more than 20 of those. But will this strong international presence also prove to be the company’s Achilles heel? The company’s overall sales in FY2017 fell by 6% and contributing to this fall was a 16% drop in exports of…

Bajaj Auto – Headwinds from Emerging Economies and Muted Domestic Sales Take Company by Surprise