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

Ootoya – Colowide Extends Drama and TOB Deadline With an Eye on Low Shareholder Turnout

Ootoya Tender Offer - Still Tough, Still a Sell

🇯🇵 Japan • Colowide (7616 JP) - A Bite Too Far

Ootoya – The Order May Be Delivered but It Could Leave a Bad Taste in Colowide’s Mouth

Colowide Partial Tender for Ootoya Is a Sell

Colowide – Swimming Naked into the Covid Sea

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>On the 14<sup>th</sup> Ootoya announced that they would tie-up with online organic vegetable and meal kit seller Oisix Ra Daichi. According to the Nikkei Ootoya has been searching unsuccessfully for a white knight to come in over the top of Colowide’s bid. This is not surprising given stretched valuations but will this tie-up be enough to stave off Colowide’s TOB?</p>

On the 14th Ootoya announced that they would tie-up with online organic vegetable and meal kit seller Oisix Ra Daichi. According to the Nikkei Ootoya has been searching unsuccessfully for a white knight to come in over the top of Colowide’s bid. This is not surprising given stretched valuations but will this tie-up be enough to stave off Colowide’s TOB?

Ootoya – Oisix Ra Daichi Tie-Up Could Sway Some Votes But Unlikely to Solve LT Issues

OOTOYA Holdings

Ootoya – Oisix Ra Daichi Tie-Up Could Sway Some Votes But Unlikely to Solve LT Issues