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

The "Einhorn Bet" And What Might Toshiba Be Worth?

WDC Gaining Traction in Tussle with Toshiba - Will Financing Needs Force Toshiba to Acquiesce?

Japanese and Asian equity long/short strategies

Uzabase

Specialising in Japanese and Asian equity long/short strategies with a focus on rigorous, but targeted quantitative analysis to temper evaluations of company strategy, potential and vision. At Uzabase, our team of analysts provides coverage of industry dynamics with a local Asian flavour on Speeda, our financial information platform. Going forward we are aiming to channel our focus toward thematic research on emerging industries and company research.

Equity Bottom-Up

<p>Following the release of Toshiba's FY03/17 and 1QFY03/18 results on the 10th several articles have been published by the Nikkei, and in combination these help to shed light on some of the goings on behind the scenes. While the qualified opinion from PWC Aarata gives Toshiba some breathing room, the details within its audit opinion are quite damning (though contested by both Toshiba and E&amp;Y Shin Nihon) and place some pressure on the TSE if it intends to maintain any credibility with its corporate…</p>

Following the release of Toshiba's FY03/17 and 1QFY03/18 results on the 10th several articles have been published by the Nikkei, and in combination these help to shed light on some of the goings on behind the scenes. While the qualified opinion from PWC Aarata gives Toshiba some breathing room, the details within its audit opinion are quite damning (though contested by both Toshiba and E&amp;Y Shin Nihon) and place some pressure on the TSE if it intends to maintain any credibility with its corporate…

Toshiba Corp

Toshiba, PWC and the TSE