'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

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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.

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<div class="content-caption">
<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/156/777/original/83v838d83t83b815b838b97p20188dc590v2028626x80029.jpg?1599082833" class="editor-image img-responsive" data-smartkarma-image-id="156777"></figure>Source: <a href="http://www.sugayoshihide.gr.jp/" target="_blank" rel="noopener">http://www.sugayoshihide.gr.jp/</a>
</div>PM SUGA - In this Insight, we offer some thoughts on what appears to be the foregone conclusion that current Chief Cabinet Secretary and Abe's right hand for the last eight years, Suga Yoshihide, will be next leader of the Liberal Democratic Party and Prime Minister of Japan.Abe Shinzo has done well during his tenure to divide and rule of the various LPD factional interest and has sought to (over-)promote allies and acolytes often those who supported his platform of constitutional reform. Mostly due to lack of political acumen, none of these 'friends-of-Shinzo' has emerged as a potential successor. Abe most fervent opponent within the LDP, Ishiba Shigeru, has been effectively sidelined and the rules for the upcoming election will be written to exclude his power base within the local LDP chapters.   Within the Cabinet, the most charismatic figures are Deputy PM Aso Taro (79-years old- not standing) and Defense Minister Kono Taro (57 years old-possibly standing). The latter is in the former's faction, and Aso has yet to content to Kono's candidature.<div class="content-highlight">Assuming the Suga Premiership commences on September 14th, the short-run market implications are benign; however, we believe that Suga's influence and control over policymaking could have more positive longer-term implications for Japan than anything achieved under 'Abenomics'.</div>


Source: http://www.sugayoshihide.gr.jp/
PM SUGA - In this Insight, we offer some thoughts on what appears to be the foregone conclusion that current Chief Cabinet Secretary and Abe's right hand for the last eight years, Suga Yoshihide, will be next leader of the Liberal Democratic Party and Prime Minister of Japan.Abe Shinzo has done well during his tenure to divide and rule of the various LPD factional interest and has sought to (over-)promote allies and acolytes often those who supported his platform of constitutional reform. Mostly due to lack of political acumen, none of these 'friends-of-Shinzo' has emerged as a potential successor. Abe most fervent opponent within the LDP, Ishiba Shigeru, has been effectively sidelined and the rules for the upcoming election will be written to exclude his power base within the local LDP chapters.   Within the Cabinet, the most charismatic figures are Deputy PM Aso Taro (79-years old- not standing) and Defense Minister Kono Taro (57 years old-possibly standing). The latter is in the former's faction, and Aso has yet to content to Kono's candidature.Assuming the Suga Premiership commences on September 14th, the short-run market implications are benign; however, we believe that Suga's influence and control over policymaking could have more positive longer-term implications for Japan than anything achieved under 'Abenomics'.

🇯🇵 JAPAN • Some Thoughts on Suga Yoshihide as PM