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

Tsubakimoto Chain Results Strong, Guides for 5% OP Decline but Double-Digit Growth More Likely

Tsubakimoto Chain: 2Q Underwhelming but Capacity Expansions Should Drive Significant Growth Next FY

Taking a Closer Look at Tsubakimoto Chain's MTP 2021

Tsubakimoto Chain: Quality Small Cap Dominates Timing Chain Market

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><a href="https://www.smartkarma.com/entities/3794" target="_blank" data-smartkarma-citation="entities:3794:1">Tsubakimoto Chain Co (6371 JP)</a> released 3Q earnings on 7th February displaying relatively strong results across its segments and leading to the stock rising by 5%. While concerns regarding trade friction are likely to continue to be an overhang, we believe the company's strong growth profile and reasonable valuations make it an attractive long-term holding among small caps. In particular, recent results show improvements across the board after a brief lull in business which led the company to…</p>

Tsubakimoto Chain Co (6371 JP) released 3Q earnings on 7th February displaying relatively strong results across its segments and leading to the stock rising by 5%. While concerns regarding trade friction are likely to continue to be an overhang, we believe the company's strong growth profile and reasonable valuations make it an attractive long-term holding among small caps. In particular, recent results show improvements across the board after a brief lull in business which led the company to…

Tsubakimoto Chain 3Q Shows Inflection in Growth and Margins