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

Start Today: Nice Guidance, Nice MTP, Nice Buyback, Nice 8% Bounce, But...

Fashion Retailers Fight Back Against the Dominance of Zozotown

Start Today (3092 JP): Calling the Bluff on Forecasted Growth

Start Today: We Expect 50% YoY OP Growth This FY; Significant Deceleration Likely Over a Year Away

This Is Why You Should Own Start Today at Earnings and Especially This FY

Start Today: We Were Wrong, Earnings Were Weak, Stock Down 9%, What Now?

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 href="https://www.smartkarma.com/entities/18379" target="_blank" data-smartkarma-citation="entities:18379:1">Start Today Co Ltd (3092 JP)</a> is up 9.3% today after it announced that it had purchased call options to eventually make StretchSense Limited of New Zealand a wholly owned subsidiary. Start Today had previously announced the name of its new private brand, ZOZO, together with the launch of its size sensing ZOZOSUIT. The company is distributing its ZOZOSUIT for free (excluding shipping cost of JPY200) globally and the suit will measure users bodysize accurately to remove anxiety regarding online…</p>

Start Today Co Ltd (3092 JP) is up 9.3% today after it announced that it had purchased call options to eventually make StretchSense Limited of New Zealand a wholly owned subsidiary. Start Today had previously announced the name of its new private brand, ZOZO, together with the launch of its size sensing ZOZOSUIT. The company is distributing its ZOZOSUIT for free (excluding shipping cost of JPY200) globally and the suit will measure users bodysize accurately to remove anxiety regarding online…

Start Today Buys Call Options in Wearables Co. StretchSense, Bounces 14.4%

ZOZO Inc

Start Today Buys Call Options in Wearables Co. StretchSense, Bounces 14.4%