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

The Week That Was In North Asia@Smartkarma: A Week of Cancellations & Baby Come Back

Toyota: It's Surprising How Much OP Can Grow When You Don't Kitchen Sink

Honda Motors: Another Automaker Slashes Profits for the Next Year

Mazda Cuts OP Estimate for the Next Year by 28%

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.

Thematic (Sector/Industry)

Japan Automobiles and components / Thematic (Sector/Industry)

<h2><strong>Share Prices of Non-US Automakers Declin on US Auto Import Probe</strong></h2><p>Share prices of non-US auto manufactures across the world declined amidst concerns over tariffs on vehicles imported into the US following Trump’s investigation of auto imports. On 23 May, following a conversation with President Trump, the U.S. Secretary of Commerce initiated an investigation under Section 232 of the Trade Expansion Act of 1962. If investigations suggest that the effects of imports on the national security is…</p>

Share Prices of Non-US Automakers Declin on US Auto Import ProbeShare prices of non-US auto manufactures across the world declined amidst concerns over tariffs on vehicles imported into the US following Trump’s investigation of auto imports. On 23 May, following a conversation with President Trump, the U.S. Secretary of Commerce initiated an investigation under Section 232 of the Trade Expansion Act of 1962. If investigations suggest that the effects of imports on the national security is…

Don’t Panic on Possible Tariffs on US Auto Imports