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

Smartkarma Webinar | Koei Tecmo - Capcom: Warriors and Monster Hunters on the Rise

Capcom – A Quick Update on Our Top Short-Term Pick

Capcom – We Are Starting to Think… ¥100bn in OP Is Not Impossible Next Year

Monster Hunter – Catalyst for Capcom, Start of 3rd Party Wave for Nintendo

Capcom – Top Conviction Short Term as Resident Evil Should Drive a Scary Rally

Gravity Works As WeWork Doesn't; Now Plan B

🇯🇵 JAPAN • Results & Revisions ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​01/​​​​​​​21 Capcom, Infomart, ISI-D

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>Capcom’s 3Q results looked ho-hum on the surface, but we believe that looking beneath the surface points to increasing confidence within the company and with Monster Hunter Rise and Resident Evil 8 gearing up for launch, we believe the next two quarters will be historic for the company.</p>

Capcom’s 3Q results looked ho-hum on the surface, but we believe that looking beneath the surface points to increasing confidence within the company and with Monster Hunter Rise and Resident Evil 8 gearing up for launch, we believe the next two quarters will be historic for the company.

Capcom – Profit Hiding Points to Two Blowout Quarters Upcoming

Capcom Co Ltd

Capcom – Profit Hiding Points to Two Blowout Quarters Upcoming