Equity Analyst, LightStream Research

Farha Sabri

Equity Analyst

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>Sony and Microsoft have partnered to work on cloud game streaming and artificial intelligence. In the cloud game streaming landscape, Sony is planning to utilise Microsoft's Azure data centers for cloude game streaming. In the artificial intelligence segment, a combination of Sony's image sensors and Microsoft's AI software is to be used in autonomous vehicles while Microsoft's Cortana visual assistant could be incorporated into Sony's consumer products.</p>

Sony and Microsoft have partnered to work on cloud game streaming and artificial intelligence. In the cloud game streaming landscape, Sony is planning to utilise Microsoft's Azure data centers for cloude game streaming. In the artificial intelligence segment, a combination of Sony's image sensors and Microsoft's AI software is to be used in autonomous vehicles while Microsoft's Cortana visual assistant could be incorporated into Sony's consumer products.

Sony and Microsoft Form Cloud Gaming Partnership in a Bid to Compete with Google’s Stadia

Sony Corp

Sony and Microsoft Form Cloud Gaming Partnership in a Bid to Compete with Google’s Stadia