'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 • January Relative Price Scores -  Actionable Mean Reversion Trades

🇯🇵 JAPAN • Results & Revisions ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​01/​​​​​13 JINS, Pasona, Sakata Seed

🇯🇵 JAPAN • Results & Revisions ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​01/​​​​​​14 Fast, Create, Canon, AGC

🇯🇵 JAPAN • New Post Bubble $ High + Results & Revisions ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​01/​​​08

Gravity Works As WeWork Doesn't; Now Plan B

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.

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<section class="figure"><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/183/025/original/2021-01-17_10-14-10.png?1610918074" class="editor-image img-responsive" data-smartkarma-image-id="183025"></figure><div class="content-caption">Source for all charts &amp; tables: Japan Analytics</div></section><p><strong>MIND THE GAPS</strong> - With only micro-caps making results and revisions announcements on Friday, we shall instead review the sectoral impact of the November/February/May/August year-end cohort's results and revisions and flag some market divergences that are suggesting some caution for the weeks ahead. For the record, the tables of Friday's announcements are below. </p><p style="text-align: center;"><strong>• RESULTS - 15th JANUARY •</strong></p><section class="figure"><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/183/024/original/2021-01-17_10-25-30.png?1610918012" class="editor-image img-responsive" data-smartkarma-image-id="183024"></figure></section><p style="text-align: center;"><strong> • FORECASTS &amp; REVISIONS - 15th JANUARY • </strong></p><section class="figure"><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/183/023/original/2021-01-17_10-25-11.png?1610917997" class="editor-image img-responsive" data-smartkarma-image-id="183023"></figure></section>

Source for all charts &amp; tables: Japan AnalyticsMIND THE GAPS - With only micro-caps making results and revisions announcements on Friday, we shall instead review the sectoral impact of the November/February/May/August year-end cohort's results and revisions and flag some market divergences that are suggesting some caution for the weeks ahead. For the record, the tables of Friday's announcements are below. • RESULTS - 15th JANUARY • • FORECASTS &amp; REVISIONS - 15th JANUARY • 

🇯🇵 JAPAN - Mind the Gaps + January Results & Revisions Review