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

Sharp Offering: Is There Panic Regarding ES Platform Convertibles?

Sharp: Offering Cancelled but C Pref Conversion Going Through... This Is NOT a Positive

Sharp (6753)--Q1 Results Are a Huge Beat, but Inventory Is a Concern

The Curious Case of $3bn of Sharp Shares Sold to Hon Hai Execs & Employees

Sharp (6753) Reported to Guide for FY3/19 Profits 11% Above Consensus

SHARP Capital Restructuring Announcement - Some Interesting Implications

Japan Display's Shares Plunge the Most Since IPO--Our Interview Just Yesterday Was Very Positive

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

<p>As part of the sale of Toshiba Client Solutions to Sharp for JPY4.05bn, Toshiba will restructure its PC operations to place, TIH, the PC operations of TEG (also includes infrastructure business), TAIS, TJK, TCSC, TSCAN and TSP under the umbrella of TCS before the sale. While some portions of these companies may be removed from the final sale, in particular, the infrastructure business of TEG, we do not have a breakdown of these businesses and thus assume that all the companies will be combined…</p>

As part of the sale of Toshiba Client Solutions to Sharp for JPY4.05bn, Toshiba will restructure its PC operations to place, TIH, the PC operations of TEG (also includes infrastructure business), TAIS, TJK, TCSC, TSCAN and TSP under the umbrella of TCS before the sale. While some portions of these companies may be removed from the final sale, in particular, the infrastructure business of TEG, we do not have a breakdown of these businesses and thus assume that all the companies will be combined…

Sharp: Purchase of Toshiba's PC Business a Good Move and OP Upside Could Be Underestimated

Sharp Corp

Sharp: Purchase of Toshiba's PC Business a Good Move and OP Upside Could Be Underestimated