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Equity Analyst, LightStream Research

Chacko Jacob

Equity Analyst

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.

Thematic (Sector/Industry)

Italy Auto components / Thematic (Sector/Industry)

<p>Last week we attended the preview of the 2017 Tokyo Motor Show at Tokyo Big Sight. With no more than 20,000 attendees gathered at the venue that day, we were able to get a first-hand experience of a number of technologies on display. Without question, we were impressed by the wide variety of concepts that were showcased but the ones that we decided to take a deeper look at were what we considered more practical and ready for mass production.</p><p><a href="https://www.smartkarma.com/entities/10662" target="_blank" data-smartkarma-citation="entities:10662:1">Motherson Sumi Systems Ltd (MSS IN)</a> staff were eager to…</p>

Last week we attended the preview of the 2017 Tokyo Motor Show at Tokyo Big Sight. With no more than 20,000 attendees gathered at the venue that day, we were able to get a first-hand experience of a number of technologies on display. Without question, we were impressed by the wide variety of concepts that were showcased but the ones that we decided to take a deeper look at were what we considered more practical and ready for mass production.Motherson Sumi Systems Ltd (MSS IN) staff were eager to…

Samvardhana Motherson International Ltd (MOTHERSO IN)

Tokyo Motor Show: Digital Mirrors on Next-Gen Concept Cars Prove Motherson Sumi Is on Right Track