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

Visit to the G-Star Game Exhibition in Busan

Sony Begins Licensing of New Material Triporous for Textile and Apparel Industries

Nintendo - Too Early to Give up on Mario Kart Tour and Its Gatcha Mechanics

Sony to Invest US$1bn to Prove Image Sensors Are in Fact a Crucial Pillar of Its Growth Strategy

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)

United states It / Thematic (Sector/Industry)

<p>The initial reviews are in on Google’s new game streaming service Stadia, and they are not especially positive. Reviewers have pointed to issues with latency, a lack of promised features and an enormous appetite for bandwidth. It appears that the company’s last-minute attempt to add 10 additional launch titles to the initial 12 may have been an attempt to smooth over reactions to a service that is not yet ready for prime time. We discuss some of the technical hurdles to this form of gaming and our thoughts on the longer-term potential below.</p>

The initial reviews are in on Google’s new game streaming service Stadia, and they are not especially positive. Reviewers have pointed to issues with latency, a lack of promised features and an enormous appetite for bandwidth. It appears that the company’s last-minute attempt to add 10 additional launch titles to the initial 12 may have been an attempt to smooth over reactions to a service that is not yet ready for prime time. We discuss some of the technical hurdles to this form of gaming and our thoughts on the longer-term potential below.

IT

Google - Stadia Stutters Out of the Gate