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 – Bank Hitting All-Time Low Valuations Despite Uptick in Earnings Momentum

Japan Post Below 900 - Reaching for Our Buy Zone

Japan Post Holdings - World's Largest Cleanup Trade Announced - Story and Index Implications

Japan Post – Post Office Business Delivers a Perfect Setup

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.

Equity Capital Markets

Japan Post Holdings / Equity Capital Markets

<p>Japan Post Holdings’ listed subsidiary, Japan Post Insurance has suffered from a scandal involving improper sales practices and this has suppressed its multiple noticeably despite strong EPS growth. As sales activities start to normalise we believe the market is severely underestimating how small an improvement would be required here to drive very large increases in earnings.</p>

Japan Post Holdings’ listed subsidiary, Japan Post Insurance has suffered from a scandal involving improper sales practices and this has suppressed its multiple noticeably despite strong EPS growth. As sales activities start to normalise we believe the market is severely underestimating how small an improvement would be required here to drive very large increases in earnings.

Japan Post – Insurance Business Is Sandbagging Guidance