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

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

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

India Small Cap Tour: Balkrishna Industries Expands Agri/Construction Machinery Tyre Capacity

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

"Freight" or Flight: A Look into the Indian Railways' Largest Revenue 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

Texmaco Rail And Engineering / Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/19892" target="_blank" data-smartkarma-citation="entities:19892:1">Texmaco Rail And Engineering Ltd (TXMRE IN)</a>, in its FY2016 Annual Report, repeatedly highlighted the conundrum that the Indian wagon industry has found itself in. FY2017 seems to be no different as orders fell 43.5% to 1,300 wagons from 2,300 in the previous fiscal year. The rolling stock segment accounted for nearly 65% of the company’s topline. Erratic ordering by the Indian Railways and a crowded market have led to underutilisation of capacity across the industry. In order to diversify its…</p>

Texmaco Rail And Engineering Ltd (TXMRE IN), in its FY2016 Annual Report, repeatedly highlighted the conundrum that the Indian wagon industry has found itself in. FY2017 seems to be no different as orders fell 43.5% to 1,300 wagons from 2,300 in the previous fiscal year. The rolling stock segment accounted for nearly 65% of the company’s topline. Erratic ordering by the Indian Railways and a crowded market have led to underutilisation of capacity across the industry. In order to diversify its…

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