Equity Analyst, LightStream Research

Farha Sabri

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.

Equity Bottom-Up

<p>Sony’s PlayStation 4 (PS4) has come under increased scrutiny over the last few days due to the company’s continued resistance to enable cross play with competing gaming consoles Xbox and Nintendo Switch. To recap, Nintendo and Microsoft allow gamers to play online across different consoles. This enables users of Xbox to connect with users of Nintendo Switch on certain games. Meanwhile, Sony doesn’t allow this feature on the PS4 meaning that users of PS4 cannot connect with their peers who are on…</p>

Sony’s PlayStation 4 (PS4) has come under increased scrutiny over the last few days due to the company’s continued resistance to enable cross play with competing gaming consoles Xbox and Nintendo Switch. To recap, Nintendo and Microsoft allow gamers to play online across different consoles. This enables users of Xbox to connect with users of Nintendo Switch on certain games. Meanwhile, Sony doesn’t allow this feature on the PS4 meaning that users of PS4 cannot connect with their peers who are on…

Cross Play or Nintendo Switch – Which Is the Bigger Problem for the PS4?

Sony Corp

Cross Play or Nintendo Switch – Which Is the Bigger Problem for the PS4?