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

Toyota – Topping the Nikkei’s ESG Survey and an Indicator of Labour Reform?

Smartkarma Webinar | Japanese Autos: What's Next?

Toyota – Based on Results, Long Toyota Short Honda Should Continue to Work

Toyota Partners with NTT for Smart City Development: Connection With Telco Providers Key for CASE

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 for over a year discussed China’s transition from a pure BEV strategy for its emissions reduction goals, to a more balanced approach incentivising not just BEVs but also hybrids and FCEVs. Naturally this has the biggest impact on Toyota and this change in the status quo is under-appreciated by the market.</p>

We have for over a year discussed China’s transition from a pure BEV strategy for its emissions reduction goals, to a more balanced approach incentivising not just BEVs but also hybrids and FCEVs. Naturally this has the biggest impact on Toyota and this change in the status quo is under-appreciated by the market.

Toyota – Hybrid Technology Transfer to GAC and China Going Hybrid Mean Share Gains for Toyota

Toyota Motor

Toyota – Hybrid Technology Transfer to GAC and China Going Hybrid Mean Share Gains for Toyota