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 Display - ¥90bn Size of Ichigo Investment a Positive Surprise

Japan Display – Funding Structure Suggests Bigger Plans Than Previously

JDI – Is Hakusan Sale to Apple and Sharp a Renewal of Hon Hai’s Display Offensive?

Japan Display: Shrinking of Mobile Arm a Necessary Move but Capital Raise Vital

Japan Display: Apple's Show of Support Is Critical and Is Why the Stock Is Up 30%

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.

Event-Driven

<p><a href="https://thenextweb.com/plugged/2019/12/02/report-apple-to-use-mini-led-tech-in-2020-for-better-ipad-and-macbook-screens/" target="_blank" rel="noopener">News</a> is that Apple will be adopting mini LED technology for its next generation of Macbook Pro and Ipad Pro models. LG Display and General Interface Solutions are mentioned as key suppliers but we feel there may be a better play on this news.</p>

News is that Apple will be adopting mini LED technology for its next generation of Macbook Pro and Ipad Pro models. LG Display and General Interface Solutions are mentioned as key suppliers but we feel there may be a better play on this news.

JDI - LG Display to Benefit from Apple's Mini-LED Adoption but Buy JDI Instead