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

LG Corp Split: Schedule, Financials, Base Price MC, Subs Stake Value, & KOSPI 200 Inclusion

LG Corp Split: Major Shareholder Cross Trading Dynamics

Korean Spinoffs Trade Ideas Amid Trade Suspension on April 29

LG Corp: Updated SoTP Valuation Analysis & Timing of Key Upcoming Catalyst Events

LG Corp (003550 KS): Whitebox States Its Case

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>With Effissimo winning an important victory for shareholder governance at Toshiba’s EGM and helping to sustain the momentum for corporate governance in Japan, we take a look over the pond to examine what is happening in Whitebox Advisors’ opposition to LG’s proposed spin-off.</p>

With Effissimo winning an important victory for shareholder governance at Toshiba’s EGM and helping to sustain the momentum for corporate governance in Japan, we take a look over the pond to examine what is happening in Whitebox Advisors’ opposition to LG’s proposed spin-off.

LG Corp – The Whitebox Case in Light of Activist Victory at Toshiba