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

Apple and Sony Music Compete to Buy Wondery to Take on Rival Spotify’s Podcast Offerings

Kuaishou IPO: Advertising and E-Commerce Businesses to Drive Future Growth

Yatsen Holding IPO: Expensive Valuation Does Not Reflect the Fundamentals

Sony: Crunchyroll Acquisition to Strengthen Anime Content and Take on Rivals Netflix and Hulu

Sony – We Believe OP Could Actually Rise YoY

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 have noted previously that we have positive expectations for Sony’s use of next generation haptics in its controllers for the PS5. This is a point of differentiation with the next generation Xboxes and commentary so far suggests that the feature could be reasonably impactful for PS5 share.</p>

We have noted previously that we have positive expectations for Sony’s use of next generation haptics in its controllers for the PS5. This is a point of differentiation with the next generation Xboxes and commentary so far suggests that the feature could be reasonably impactful for PS5 share.

Sony – PS5 Controller Haptics Getting Good Reviews

Sony Corp

Sony – PS5 Controller Haptics Getting Good Reviews