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

Renesas: Favourable Outlook in Store as Company Advances in Autonomous Driving Landscape

Will Renesas Thwart NXP's Plans of Advancing in the Autonomous Driving Landscape?

Toyota: 2Q Results Were Nice and All, But Is Toyota Finally Starting to Get Some Mojo?

Renesas Electronics: Better Positioned for Autonomous/Assisted Driving than XEV

Renesas Secondary Attractive and Return to Top Line Growth Could Spur Further Upside

Renesas: 2Q Results and Valuation Reasonable but Future Upside Surprises May Be Limited

Renesas Electronics Placement: Additional Thoughts on Valuation, Flotation, and Ownership

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>After visiting Renesas Electronics yesterday we came away with stronger confidence in their short term and long term revenue growth prospects and examining consensus we feel there is a likelihood of a beat at both the revenue and OP levels.</p>

After visiting Renesas Electronics yesterday we came away with stronger confidence in their short term and long term revenue growth prospects and examining consensus we feel there is a likelihood of a beat at both the revenue and OP levels.

Renesas Top Line Growth Strength Continues While Search For Large Analog Acquisitions Continues