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

Jiji Press Reports JDI LCD Panels Selected for 2H18 IPhone - Brief 9% Surge on This Old News

JDI: In-Display Fingerprint Sensor to Compete with Synaptics

Delay in Financing Partnership - This May Be Contrarian but We Like This News

JOLED Printed OLED Technology Moving Towards Commercialisation; Sony & Panasonic to Invest

JDI Visit: This FY Trending Poorly, Further Details on OLED Transition and JOLED

Sony (6758) - PSVR Hits 2mil Mark, Trial Deal Sells Out in 48 Hours

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 Bottom-Up

<p>JDI  is up 4% today as the company announced yesterday that it had successfully developed a high resolution 3.6 inch LCD panel for VR applications. The company has consistently noted the need for higher pixel densities, emphasising that LCD applications are better suited for higher resolutions on small screens than OLED. It had previously been marketing a 651 PPI product, which had a higher pixel density than the 400 PPI of some OLED VR displays. The newest announcement is for an 803 PPI display…</p>

JDI  is up 4% today as the company announced yesterday that it had successfully developed a high resolution 3.6 inch LCD panel for VR applications. The company has consistently noted the need for higher pixel densities, emphasising that LCD applications are better suited for higher resolutions on small screens than OLED. It had previously been marketing a 651 PPI product, which had a higher pixel density than the 400 PPI of some OLED VR displays. The newest announcement is for an 803 PPI display…

JDI: Starting to Make Progress in VR Applications - Potential as Long-Term Growth Driver

Japan Display

JDI: Starting to Make Progress in VR Applications - Potential as Long-Term Growth Driver