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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

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.

Thematic (Sector/Industry)

India Telecom services / Thematic (Sector/Industry)

"They (Jio) are offering a free year of service to buyers of new iPhones" Tim CookIn simple terms, Jio is the largest start-up in the world. Within three months of its launch, the company has captured 5% of the total mobile market and has garnered more subscribers during this period than what the three largest players accumulated during the year. Jio’s strategy of offering its service for free has struck a chord with the mobile subscribers in India, 90% of whom are on prepaid schemes. As of December 2016, the company had 72.3 million subscribers, more than 50% of the estimated 140 million 3G and 4G subscribers in the country. The company has been able to adapt to the needs of the market quickly, Jio Money (payment application) being a good example of them taking advantage of the cash crunch. Jio’s strategy to think outside the box and aggressively push its products has led to the creation of an oligopolistic market where consolidation is imminent.

"They (Jio) are offering a free year of service to buyers of new iPhones" Tim CookIn simple terms, Jio is the largest start-up in the world. Within three months of its launch, the company has captured 5% of the total mobile market and has garnered more subscribers during this period than what the three largest players accumulated during the year. Jio’s strategy of offering its service for free has struck a chord with the mobile subscribers in India, 90% of whom are on prepaid schemes. As of December 2016, the company had 72.3 million subscribers, more than 50% of the estimated 140 million 3G and 4G subscribers in the country. The company has been able to adapt to the needs of the market quickly, Jio Money (payment application) being a good example of them taking advantage of the cash crunch. Jio’s strategy to think outside the box and aggressively push its products has led to the creation of an oligopolistic market where consolidation is imminent.

Tata Teleservices (Maharashtra) (TTLS IN)

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