'Quantamental' Japan Specialist, LightStream Research

Campbell Gunn

Former Japan Equity PM with over 30 of experience now providing database-driven analysis of the market, sectors, peer groups and stocks for LightStream Research.

Leveraging data and graphic analysis provided by Japan Analytics, and the related Japan Analytics iPad App, we provide insights on companies are often ignored by the sell-side as well as challenging conventional wisdom on the market overall.

'Quantamental' Japan Specialist

Japan: Sectors/Peer Groups 3M🔺Too Early to Bottom-Fish Cyclicals •Time to Trim Personal Products

Japan: Sector Weight 3M Change - Poles Apart

Japan : Q2 Sector & Company Performance Review

Japan Sector Weights: 3 Month % Change - Services ▲ Healthcare ▼ as Global Cyclicals Recover

Japan Sector Weights : 3 Month Incremental Change - Domestic Sectors ▲ Global Sectors ▼

ja research

ja research is an independent research platform focused exclusively on Japanese equities. Leveraging data and graphic analysis provided by Japan Analytics, we provide insights on small and medium-sized companies that have been ignored by the sell-side as well as challenging conventional wisdom on larger companies. We also offer analyst and corporate access, the latter with translation if required. 

Thematic (Sector/Industry)

Japan Consumer discretionary / Thematic (Sector/Industry)

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/053/460/original/2018-05-26_13-44-33.png?1527309910" class="editor-image img-responsive" data-smartkarma-image-id="53460"></figure><div class="content-caption">Source: Japan Analytics</div>THREE-MONTH % CHANGE IN SECTOR WEIGHTS - This regular insight focuses on the percentage change in each sectors' weight in the market composite over the last three months and provides a quick snapshot of current market trends.  DOMESTIC SECTORS LEAD - Domestic sectors continue to lead in Japan and are the only sectors to have seen gains over the period. Over the last week, the significant gainers have been Information Technology, Commercial Services, Transportation and Inte…

Source: Japan AnalyticsTHREE-MONTH % CHANGE IN SECTOR WEIGHTS - This regular insight focuses on the percentage change in each sectors' weight in the market composite over the last three months and provides a quick snapshot of current market trends.  DOMESTIC SECTORS LEAD - Domestic sectors continue to lead in Japan and are the only sectors to have seen gains over the period. Over the last week, the significant gainers have been Information Technology, Commercial Services, Transportation and Inte…

Japan 3M Sector Weight % Changes - Domestic Sectors▲ Global Cyclicals▼ as Global Trade Slows