'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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

ja research

ja research is an independent research platform focused exclusively on Japanese equities. Leveraging data and graphic analysis provided by Japan Analytics, we provide insights on small and medium-sized companies that have been ignored by the sell-side as well as challenging conventional wisdom on larger companies. We also offer analyst and corporate access, the latter with translation if required. 

Thematic (Sector/Industry)

Japan Consumer discretionary / Thematic (Sector/Industry)

<p><strong>TOPIX SECTOR CLASSIFICATIONS ARE 50 YEARS OLD -</strong> The TOPIX 17 and TOPIX 33 Sectors that most analysts use to monitor sectoral performance were first created over 50 years ago and are well past their sell-by date.  Sectors such as Paper &amp; Pulp, Marine Transportation, Mining, Textiles and Apparels and Rubber Products are too small to be relevant today while two sectors, Information and Communication and Services, together account for over one-third of all listed companies. The Tokyo Stock Exchange…</p>

TOPIX SECTOR CLASSIFICATIONS ARE 50 YEARS OLD - The TOPIX 17 and TOPIX 33 Sectors that most analysts use to monitor sectoral performance were first created over 50 years ago and are well past their sell-by date.  Sectors such as Paper &amp; Pulp, Marine Transportation, Mining, Textiles and Apparels and Rubber Products are too small to be relevant today while two sectors, Information and Communication and Services, together account for over one-third of all listed companies. The Tokyo Stock Exchange…

Japan Sector Weights : 3 Month Incremental Change - Domestic Sectors ▲ Global Sectors ▼