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 Struggles to Keep Up with Soaring Demand for Image Sensors for Smartphones

Sony 7,900 Rally Target After Needed Rest

Now Samsung Is Setting Up a Display Manufacturing Unit in India

Sony in Talks with Network18 Media & Investments to Acquire a Stake in the Latter

Sony Pictures Entertainment Buys Octonauts Maker Silvergate to Strengthen Its Entry into Kids Genre

Sony’s Jumanji Takes the Company to The Next Level

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>We visited Sony on Friday essentially to kick the tires and try to gauge what the profit outlook for next year could look like, against the backdrop of Last of Us 2 and the Peter Rabbit sequel being delayed into next year and rapidly climbing profitability for the image sensor business. Details Below.</p>

We visited Sony on Friday essentially to kick the tires and try to gauge what the profit outlook for next year could look like, against the backdrop of Last of Us 2 and the Peter Rabbit sequel being delayed into next year and rapidly climbing profitability for the image sensor business. Details Below.

Sony – Profit Push-Out Reduces Risks for Next Year

Sony Corp

Sony – Profit Push-Out Reduces Risks for Next Year