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

Nikkei 27k Pivot Hangs in the Balance - Fresh Buy/Sell Levels

Japan Post Holdings – Good Play On the BOJ’s Conundrum

Japan Post – Big Upward Revision Should Get Bigger

Japan Post Bank – A Double on Spread Expansion and More on a Buyback?

Japan Post Insurance – Why This Could Double… In Charts

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.

Event-Driven

<ul>
<li>We have articulated why we believe Japan Post Bank and Japan Post Insurance could have 100%+ upside.</li>
<li>We further believe that Japan Post Holdings also offers very significant upside potential.</li>
<li>His comes not just from its subsidiaries’ performance but also improvements in post office profitability and shrinking of the holdco discount.</li>
</ul>


We have articulated why we believe Japan Post Bank and Japan Post Insurance could have 100%+ upside.
We further believe that Japan Post Holdings also offers very significant upside potential.
His comes not just from its subsidiaries’ performance but also improvements in post office profitability and shrinking of the holdco discount.


Japan Post Holdings – Gaming Out a Five Bagger