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

Softbank (9984 JP) In Latin America: Focus on Fintechs and the LatAm Neobanks

Softbank Group - First Look at Q1 22 Performance

Softbank (9984 JP) – Klarna’s Coming “down Round”

Softbank Group - Semiconductor Weakness Expands Discount

Softbank – Governance Director Out the Door

Softbank Group - Didi Relief and ZME Pain Highlight Multiple Potential Outcomes

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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

<ul>
<li>With Softbank’s AGM coming up we examine some of the curious events that surround the firm as usual. </li>
<li>Following in the footsteps of former governance director Yuko Kawamoto, VC founder Lip-Bu Tan has also penned a curious resignation message.  </li>
<li>Then there are the continuing questions surrounding Kenneth Siegel and his reappointment is not guaranteed in our view.</li>
</ul>


With Softbank’s AGM coming up we examine some of the curious events that surround the firm as usual. 
Following in the footsteps of former governance director Yuko Kawamoto, VC founder Lip-Bu Tan has also penned a curious resignation message.  
Then there are the continuing questions surrounding Kenneth Siegel and his reappointment is not guaranteed in our view.


Softbank – Director Shuffling At The AGM