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

Kumho PetroC Pref Arb Trade: Buy 1P Short Ord

Potential Yearend Short-Covering Stocks in Korea

The M&A Fight for Kumho Petrochem - Time Is On the Side of Park Chul Wan

Top Glove Hong Kong Offering: From Supply Shortage to Oversupply

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>As Kumho Petrochemical faces a showdown on Friday with corporate governance in focus, we examine merits of the proposals made by both Park Chul Whan and the company management. While we disagree with Park Chul Whan’s harsh criticism of operational performance over the last decade, corporate governance could definitely be improved with some changes.</p>

As Kumho Petrochemical faces a showdown on Friday with corporate governance in focus, we examine merits of the proposals made by both Park Chul Whan and the company management. While we disagree with Park Chul Whan’s harsh criticism of operational performance over the last decade, corporate governance could definitely be improved with some changes.

Kumho Petrochem – The Asian Governance Drive Continues

Kumho Petro Chemical

Kumho Petrochem – The Asian Governance Drive Continues