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

Japan Display Backtracks on OLED Reticence, Guides for 1QFY03/18 Loss on OLED Investment

Japan Display--Priced for Demise; Set for Survival

Japan Display Visit Confirms Likelihood of Positive Restructuring Announcement at 1Q Results

Japan Display Inc: Lowered Break Even Point & Higher Utilisation Could Triple Stock Price

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>We visited <a href="https://www.smartkarma.com/entities/8280" target="_blank" data-smartkarma-citation="entities:8280:1">Japan Display Inc (6740 JP)</a> and came away re-assessing some of our initial assumptions. The most significant impression we had was of the company's strong commitment to advancing LCD technology and belief that its recent breakthroughs in creating flexible LCD panels and reducing bezel size would allow it to remain competitive against OLED displays. In our view, this makes the stock significantly riskier on both the upside and the downside. The company is attempting to hedge its…</p>

We visited Japan Display Inc (6740 JP) and came away re-assessing some of our initial assumptions. The most significant impression we had was of the company's strong commitment to advancing LCD technology and belief that its recent breakthroughs in creating flexible LCD panels and reducing bezel size would allow it to remain competitive against OLED displays. In our view, this makes the stock significantly riskier on both the upside and the downside. The company is attempting to hedge its…

Japan Display

Japan Display Inc: The Anti-OLED Play