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

Yokogawa Electric 6841 JP): Weak Share Price & Rebounding Oil Prices Create Opportunity

Chiyoda – This Just Removed a Big Hydrogen Bottleneck

Chiyoda – LNG Prices, Preferred Shares, Put Options, Call Options and Reflexivity

Chiyoda – Direct COVID Impact Limited but Order Flow Recovery Waits on Crude Prices

Chiyoda – Earnings Structure Improves but Qatar Delayed

Chiyoda – COVID Uncertainty Continues to Dog Qatar Order

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>The <a href="https://asia.nikkei.com/Business/Engineering-Construction/Japan-s-Chiyoda-wins-13bn-bid-for-LNG-plants-in-Qatar" target="_blank" rel="noopener">Nikkei reported today</a> that Chiyoda, together with its partner Technip, had finally won the order for Qatar’s major expansion of its LNG facilities. The order is for four LNG trains with a combined capacity of 33m tons with completion scheduled for 2025-2027 and an order value of about $13bn.</p>

The Nikkei reported today that Chiyoda, together with its partner Technip, had finally won the order for Qatar’s major expansion of its LNG facilities. The order is for four LNG trains with a combined capacity of 33m tons with completion scheduled for 2025-2027 and an order value of about $13bn.

Chiyoda Corp

Chiyoda – Qatar Comes Through