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

Sony – The Future of VR, Metaverse and the Conglomerate Premium

Conviction Call Sony – PlayStation Showcase Underlines Strength of Pipeline

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

<p>A little over a year ago we <a href="https://www.smartkarma.com/insights/sony-ps5-s-ssd-is-oodles-faster-and-this-makes-series-x-s-graphics-edge-irrelevant" target="_blank" rel="noopener">highlighted</a> that Sony’s PS5 SSD appeared to offer significant advantages over that of Microsoft’s Xbox Series versions. This was not simply a matter of the SSD itself but also the compression software, named Kraken. It also has some implications for the metaverse and for game streaming.</p>

A little over a year ago we highlighted that Sony’s PS5 SSD appeared to offer significant advantages over that of Microsoft’s Xbox Series versions. This was not simply a matter of the SSD itself but also the compression software, named Kraken. It also has some implications for the metaverse and for game streaming.

Sony – Epic Metaverse Possibilities with Kraken and Friends

Sony Corp

Sony – Epic Metaverse Possibilities with Kraken and Friends