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Equity Analyst, LightStream Research

Aqila Ali

Equity Analyst

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>This Insight is following our visit to <a href="https://www.smartkarma.com/entities/15395" target="_blank" data-smartkarma-citation="entities:15395:1">Keihin Corp (7251 JP)</a> last month. Our focus in the meeting was to mainly cover our key areas of concern, which include the reason for expecting a significant decline in FY03/19 OP despite steady results during the recent quarters, its stance on customer diversification beyond Honda, its aims for the key business segments and growth prospects in China.</p>

This Insight is following our visit to Keihin Corp (7251 JP) last month. Our focus in the meeting was to mainly cover our key areas of concern, which include the reason for expecting a significant decline in FY03/19 OP despite steady results during the recent quarters, its stance on customer diversification beyond Honda, its aims for the key business segments and growth prospects in China.

Keihin: Key Takeaways from Our Company Visit