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

Jio Infra: Ready for Next-Gen Mobile Networks

India: Vodafone/IDEA Merger Is Positive for Both. Market Repair Is Good for Surviving Operators.

Jio's Dependence on the Rural Sector to Remain High in the Medium Term

Jio Aggression Sets the Cat Amongst the Pigeons

Indian Mobile Internet Industry: Last Mover Advantage to Reliance Jio?

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

<p>Late last week there were rumours floating around that Reliance Jio plans to foray into the taxi market as early as April 2017. Jio denied these reports over the weekend. Regardless, we decided to take a quick look at this market and the scope for a new player to gain decent market share.</p><p>Cab aggregators in India seem certain to disrupt the cab industry with nearly 500 million rides in 2016, a 280% jump from 2015, according to research firm RedSeer Consulting. The Indian cab market as a whole is…</p>

Late last week there were rumours floating around that Reliance Jio plans to foray into the taxi market as early as April 2017. Jio denied these reports over the weekend. Regardless, we decided to take a quick look at this market and the scope for a new player to gain decent market share.Cab aggregators in India seem certain to disrupt the cab industry with nearly 500 million rides in 2016, a 280% jump from 2015, according to research firm RedSeer Consulting. The Indian cab market as a whole is…

Indian Cab Market: Aggregation May Not Be the Key to Success

Reliance Industries

Indian Cab Market: Aggregation May Not Be the Key to Success