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

Tencent – Riot Grows Valorant and Dips Its Toe in the Metaversal Waters

Riot Games – Arcane Topples Squid Game and Wave’s Virtual Justin Bieber

NTT (Buy) - Q2 21 Results Reaction: Profit Beat with Good News in Fixed and Mobile

NTT Buybacks Continue - Bigger, Better, Faster, Stronger

NTT (Buy) - Mid-Term EPS Guidance Boost as a Fully Integrated DoCoMo Drives Growth

Gravity Works As WeWork Doesn't; Now Plan B

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

NTT (Nippon Telegraph & Telephone) / Equity Bottom-Up

NTT (Nippon Telegraph & Telephone) (9432 JP)

<ul>
<li>Last night it was announced that NTT Docomo had participated in a series A funding round conducted by Hikky.</li>
<li>Hikky is a VR open world metaverse development company offering its Vket Cloud engine and various virtual events for many established global names.</li>
<li>The news marks an uptick in interest in metaverse which is currently trending number 1 on Kabutan.</li>
</ul>


Last night it was announced that NTT Docomo had participated in a series A funding round conducted by Hikky.
Hikky is a VR open world metaverse development company offering its Vket Cloud engine and various virtual events for many established global names.
The news marks an uptick in interest in metaverse which is currently trending number 1 on Kabutan.


NTT (Nippon Telegraph & Telephone)

NTT – Metaverse Investment in Hikky