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 – Insurance Business Is Sandbagging Guidance

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

Japan Post Holdings - This Is the Big Move

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

Japan Post Holdings (6178 JP): Passive Buying + Buyback Will Mop Up MOF Offering

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>As Japan Post Holdings’ government sell-down to the magic 33.4% mark gets underway, we examine the prospects for the stock once this major overhang is out of the way. We begin by examining the actual post office and logistics businesses.</p>

As Japan Post Holdings’ government sell-down to the magic 33.4% mark gets underway, we examine the prospects for the stock once this major overhang is out of the way. We begin by examining the actual post office and logistics businesses.

Japan Post – Post Office Business Delivers a Perfect Setup