Equity Analyst, LightStream Research

Chacko Jacob

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><a href="https://www.smartkarma.com/entities/20386" target="_blank" data-smartkarma-citation="entities:20386:1">Nitori Holdings Co Ltd (9843 JP)</a> is the largest furniture and home furnishing chain in Japan with 523 stores, including 56 in overseas locations. The company began operations in 1967 in Sapporo in the northern island of Hokkaido. Nitori’s wide range of products at affordable prices have made it popular among all classes of the Japanese society. The company has been able to increase revenue and profits for 31 consecutive years.</p>
<p>With a strong focus on quality and affordability, Nitori has strived…</p>

Nitori Holdings Co Ltd (9843 JP) is the largest furniture and home furnishing chain in Japan with 523 stores, including 56 in overseas locations. The company began operations in 1967 in Sapporo in the northern island of Hokkaido. Nitori’s wide range of products at affordable prices have made it popular among all classes of the Japanese society. The company has been able to increase revenue and profits for 31 consecutive years.
With a strong focus on quality and affordability, Nitori has strived…

Pan Pacific International Holdings (7532 JP)

Nitori: Medium-Term Plan & Consistent Performance Make 20% Decline in Price Seem Premature