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

Japan Display Inc: Lowered Break Even Point & Higher Utilisation Could Triple Stock Price

Japanese and Asian equity long/short strategies

Uzabase

Specialising in Japanese and Asian equity long/short strategies with a focus on rigorous, but targeted quantitative analysis to temper evaluations of company strategy, potential and vision. At Uzabase, our team of analysts provides coverage of industry dynamics with a local Asian flavour on Speeda, our financial information platform. Going forward we are aiming to channel our focus toward thematic research on emerging industries and company research.

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/391" target="_blank" data-smartkarma-citation="entities:391:1">Sharp Corp (6753 JP)</a> appears to be accelerating its bid to supply OLED panels to <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple Inc (AAPL US)</a> , increasing its spending plans from JPY57.4bn to JPY100bn, in the hope that they will be able to begin production by mid 2018. Capacity is likely to be in the range of 30K sheets per month or about 15m smartphone panels per year. With reports indicating that Apple intends to switch completely to OLED panels in 2019, this increases pressure on JDI, LGD and Sharp to ramp up capacity.</p><p>Separately…</p>

Sharp Corp (6753 JP) appears to be accelerating its bid to supply OLED panels to Apple Inc (AAPL US) , increasing its spending plans from JPY57.4bn to JPY100bn, in the hope that they will be able to begin production by mid 2018. Capacity is likely to be in the range of 30K sheets per month or about 15m smartphone panels per year. With reports indicating that Apple intends to switch completely to OLED panels in 2019, this increases pressure on JDI, LGD and Sharp to ramp up capacity.Separately…

Sharp Announces JPY100bn OLED Investment. Return to TSE1 in Sight