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

Daikin (6367 JP): Buy for the Rebound and the Long Term

Daikin – Material Costs Look to Be Impacting Margins

Daikin – Steady Volume Growth And Price Hikes But Expensive

Daikin – North American Margin Improvement Could Offer Upside

Daikin – Worth A Look as China Hints at Bottoming

🇯🇵 JAPAN • Daikin (6367 JP) - Perfect Pricing

Gree Electric Appliance: Good Gree Is Losing the Throne to Its AC Empire

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>The <a href="https://asia.nikkei.com/Business/Technology/Daikin-develops-refrigerant-for-EVs-it-says-lifts-range-by-50" target="_blank" rel="noopener">Nikkei reported today</a> that Daikin had developed a new refrigerant for vehicle HVAC systems that could boost EV range by 50% in certain conditions. The news is interesting both for its potential impact on EV battery requirements and for the potential sales boost Daikin could experience in 2025 when it aims to commercialise the product.</p>

The Nikkei reported today that Daikin had developed a new refrigerant for vehicle HVAC systems that could boost EV range by 50% in certain conditions. The news is interesting both for its potential impact on EV battery requirements and for the potential sales boost Daikin could experience in 2025 when it aims to commercialise the product.

Daikin – Automotive Refrigerant News Is Worth Noting

Daikin Industries

Daikin – Automotive Refrigerant News Is Worth Noting