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

India Small Cap Tour: Texmaco Rail & Engineering En Route to Becoming Total Rail Solutions Provider

Gateway Distriparks: "Diversified Presence to Help Company Ride Growth in Containerisation"

India Small Cap Tour: CEAT Riding the Growth in Passenger Vehicle Segment

Containerisation: Prerequisite to Efficient Inter-Modal and Multi-Modal Transportation in India

Japanese and Asian equity long/short strategies

Uzabase

Specialising in Japanese and Asian equity long/short strategies with a focus on rigorous, but targeted quantitative analysis to temper evaluations of company strategy, potential and vision. At Uzabase, our team of analysts provides coverage of industry dynamics with a local Asian flavour on Speeda, our financial information platform. Going forward we are aiming to channel our focus toward thematic research on emerging industries and company research.

Equity Bottom-Up

Navkar Corporation Limited / Equity Bottom-Up

<p>Located at the mouth of the proposed Western Dedicated Freight Corridor, Navkar Corporation is set to play a vital role in inland container transportation and logistics. Since listing on the NSE in September 2015, the stock has faced its share of ups and downs and trades about 6% above its listing price as of March 2017. The company’s trailing PE of 21.4x is below the sector average of 28.9x leading us to believe the company may be valued cheaply though it will have to capitalise on its rapid…</p>

Located at the mouth of the proposed Western Dedicated Freight Corridor, Navkar Corporation is set to play a vital role in inland container transportation and logistics. Since listing on the NSE in September 2015, the stock has faced its share of ups and downs and trades about 6% above its listing price as of March 2017. The company’s trailing PE of 21.4x is below the sector average of 28.9x leading us to believe the company may be valued cheaply though it will have to capitalise on its rapid…

India Small Cap Tour: Private Railway Freight Terminal Is Navkar's Secret Weapon