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 Post Holdings Basing Cycle with Clear Sell and Buy Levels

Japan Post Holdings Placement - Similar Reasons, Similar Price Will Probably Yield Similar Returns

Japan Post Holdings: For Those Who Doubt the Power of Japanese Day Traders...

Japan Post Holdings: Trying to Gauge Retail Interest Through Social Media Indicators

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

<p><a href="https://www.smartkarma.com/entities/359" target="_blank" data-smartkarma-citation="entities:359:1">Japan Post Holdings Co Ltd (6178 JP)</a> is down a further 2.6% today following yesterday's Cis-inspired smackdown which saw the stock close down 2%. Volumes continue to be elevated compared to the four days prior to yesterday remain elevated at over 10m shares traded. Momentum in social media is rising again following a slight lull after the three day weekend. With pricing likely to be confirmed on Monday and the stock price now down to almost JPY1,350 we do not see much downside risk and feel that…</p>

Japan Post Holdings Co Ltd (6178 JP) is down a further 2.6% today following yesterday's Cis-inspired smackdown which saw the stock close down 2%. Volumes continue to be elevated compared to the four days prior to yesterday remain elevated at over 10m shares traded. Momentum in social media is rising again following a slight lull after the three day weekend. With pricing likely to be confirmed on Monday and the stock price now down to almost JPY1,350 we do not see much downside risk and feel that…

Japan Post Holdings: Social Media Interest Surging Again Post Cis