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

Palantir – Quantamentals Suggest Profitability Could Surge with Revenue Growth

Palantir – The Anti-WeWork and Updates From Its Presentation

Major Highlights of the Palantir Investors Day Presentation

Palantir - The Most Anticipated IPO in 2020

Palantir Direct Public Listing - A Shadow of WeWork in 2020?

Asian SaaS Stars: Opportunities, Market Outperformance, & Key Challenges

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 Capital Markets

Palantir Technologies  / Equity Capital Markets

<p>Palantir has filed for a direct listing on the NYSE. The company is rather unique in terms of both its rather anti-Silicon Valley stance and its approach to data analysis and focus on government-related business. Most of what has been written on the company has addressed what it does relatively superficially, so we examine this more closely below.</p>

Palantir has filed for a direct listing on the NYSE. The company is rather unique in terms of both its rather anti-Silicon Valley stance and its approach to data analysis and focus on government-related business. Most of what has been written on the company has addressed what it does relatively superficially, so we examine this more closely below.

Palantir Technologies

Palantir – Understanding What They Do