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

Sosei Placement - One-Year Return for Its 2015 Equity Raise Was 354%

Standing Alone in the Ampakines Pipeline: Biogen Sees Potential in Pfizer's Neuropsychiatry Asset

Volatile earnings with distant prospects of growth 

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 Capital Markets

<p>On 10 Nov 2017 <a href="https://www.smartkarma.com/entities/770" target="_blank" data-smartkarma-citation="entities:770:1">Sosei Group Corp (4565 JP)</a> announced an overseas offering for 2.07m new shares (1.8m + 0.27m overallotment option). The offering represents 12.2% of currently outstanding shares and about 4 days of 3M ADV. The proceeds will be used to fund general drug discovery and development, specifically mentioning dementia with Lewy Bodies (DLB) and general corporate purposes. The stock reacted positively to the news, rising 7.8% in a market that has fallen 3.8%.</p><h2>Company History</h2><p>Sosei was…</p>

On 10 Nov 2017 Sosei Group Corp (4565 JP) announced an overseas offering for 2.07m new shares (1.8m + 0.27m overallotment option). The offering represents 12.2% of currently outstanding shares and about 4 days of 3M ADV. The proceeds will be used to fund general drug discovery and development, specifically mentioning dementia with Lewy Bodies (DLB) and general corporate purposes. The stock reacted positively to the news, rising 7.8% in a market that has fallen 3.8%.Company HistorySosei was…

Sosei Offering: Company History, Earnings Structure, Business Model and Use of Proceeds