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Equity Analyst, LightStream Research

Supun Walpola

Equity Analyst

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.

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/14726" target="_blank" data-smartkarma-citation="entities:14726:1">Isuzu Motors (7202 JP)</a> reported 1QFY03/19 financial results last Friday (03rd August 2018). Isuzu reported revenue of JPY488bn (+5.2% YoY) and OP of JPY52bn (+32.4% YoY) for 1QFY03/19. Isuzu maintained their full-year revenue and OP guidance.
Commercial vehicle (CV) sales were up 8.5% YoY in 1QFY03/19 driven by increase in sales across all geographical segments. Light commercial vehicle (LCV) sales were up 14.4% YoY in 1QFY03/19 driven by strong sales in Mid/East Africa and China despite a…

Isuzu Motors (7202 JP) reported 1QFY03/19 financial results last Friday (03rd August 2018). Isuzu reported revenue of JPY488bn (+5.2% YoY) and OP of JPY52bn (+32.4% YoY) for 1QFY03/19. Isuzu maintained their full-year revenue and OP guidance.
Commercial vehicle (CV) sales were up 8.5% YoY in 1QFY03/19 driven by increase in sales across all geographical segments. Light commercial vehicle (LCV) sales were up 14.4% YoY in 1QFY03/19 driven by strong sales in Mid/East Africa and China despite a…

Isuzu Motors: Strong Q1 Topline and Bottomline Growth; Pricing Is Getting Cheaper