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

Sony (6758) - Might Yoshida Sell Sony Pictures?

Sony (6758 JP) - Spotify Stake Adds Another US$1.14bil to Sum of the Parts

Sony (6758) Up to #2 in US Box Office 2018 YTD

Sony Has Got Its Mojo Back: Super Slomo, Acoustic Surfaces, and the World's Fastest Internet

Sony's Jumanji Box Office Over US$500mil Globally

Sony: Sensor Concerns Overlook Profit Growth From Games and Music

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>The Nikkei announced today that for the next Fiscal Year Kazuo Hirai would take the role of Chairman and his deputy, Kenichiro Yoshida would be promoted to CEO. We think extremely highly of Hirai as an executive and commend the job he has done in turning around Sony's fortunes but we nevertheless feel this is an extremely well-timed move. While Hirai has lead the shift in Sony's culture and in our opinion shifted the company out of its siloed and backward-looking mentality, Yoshida was…</p>

The Nikkei announced today that for the next Fiscal Year Kazuo Hirai would take the role of Chairman and his deputy, Kenichiro Yoshida would be promoted to CEO. We think extremely highly of Hirai as an executive and commend the job he has done in turning around Sony's fortunes but we nevertheless feel this is an extremely well-timed move. While Hirai has lead the shift in Sony's culture and in our opinion shifted the company out of its siloed and backward-looking mentality, Yoshida was…

Nikkei Announcement of Hirai Shift to Chairman, Yoshida Promotion to CEO Moves Sony up 2%

Sony Corp

Nikkei Announcement of Hirai Shift to Chairman, Yoshida Promotion to CEO Moves Sony up 2%