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

Indian Cab Market: Aggregation May Not Be the Key to Success

Jio Infra: Ready for Next-Gen Mobile Networks

India: Vodafone/IDEA Merger Is Positive for Both. Market Repair Is Good for Surviving Operators.

Indian Mobile Internet Industry: Last Mover Advantage to Reliance Jio?

Japanese and Asian equity long/short strategies

Uzabase

Specialising in Japanese and Asian equity long/short strategies with a focus on rigorous, but targeted quantitative analysis to temper evaluations of company strategy, potential and vision. At Uzabase, our team of analysts provides coverage of industry dynamics with a local Asian flavour on Speeda, our financial information platform. Going forward we are aiming to channel our focus toward thematic research on emerging industries and company research.

Equity Bottom-Up

<p>Jio’s 100 million subscribers may be only a month away from the expiration of their free services, but the company seems to be playing its cards right with the introduction of the Jio Prime Membership scheme expected to last till the end of FY2018. The paid service is aggressive by itself, but now Jio’s competitors will not have to shoot in the dark when it comes to pricing. Will Jio be able to sustain its upper hand in the mobile internet market or will it cede its position to competitors who…</p>

Jio’s 100 million subscribers may be only a month away from the expiration of their free services, but the company seems to be playing its cards right with the introduction of the Jio Prime Membership scheme expected to last till the end of FY2018. The paid service is aggressive by itself, but now Jio’s competitors will not have to shoot in the dark when it comes to pricing. Will Jio be able to sustain its upper hand in the mobile internet market or will it cede its position to competitors who…

Tata Teleservices (Maharashtra) (TTLS IN)

Jio Aggression Sets the Cat Amongst the Pigeons

Reliance Industries

Jio Aggression Sets the Cat Amongst the Pigeons