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 – 11m Unit Production Target Is a Positive Surprise

Toyota – So About That Whole Tesla Being Years Ahead of The Competition in Autonomous Thing…

Toyota – BZ4X Gets Toyota’s EV and Autonomous Strategy Rolling

Toyota – Enhanced Profit Structure Confirmed, Large Beat Incoming

Toyota – Revving Up the Hydrogen Engine

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

<ul>
<li>Toyota upped the aggression on its EV strategy today taking its 2030 BEV/FCV target up from 2.0m to 3.5m vehicles. </li>
<li>It announced ¥4trn in investments by 2030 and the launch of 15 new BEVs across the Toyota and Lexus brands within the next few years. </li>
<li>The breadth of models is impressive and could perhaps be benefitting from its battery partnership with BYD.</li>
</ul>


Toyota upped the aggression on its EV strategy today taking its 2030 BEV/FCV target up from 2.0m to 3.5m vehicles. 
It announced ¥4trn in investments by 2030 and the launch of 15 new BEVs across the Toyota and Lexus brands within the next few years. 
The breadth of models is impressive and could perhaps be benefitting from its battery partnership with BYD.


Toyota Motor

Toyota – The BEV Barrage