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

WeWork IPO: A Look at the Players in the Palace Coup Attempt

WeWork Board and Softbank Battle CEO For Control

WeWork IPO: Governing With Elevated Consciousness Not The Lease-T of Their Problems

We Company: When You Get past the Hype, the Company Is Not Tech-Driven or Disruptive

Initial Thoughts on WeWork's IPO Filing Aren't Supportive of a Higher Valuation

Softbank Group: Vision Fund Chill as Uber Price Falls and WeWork Prospectus Unimpressive

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 Capital Markets

<p>As the drama between <a href="https://www.smartkarma.com/entities/softbank-group-corp" target="_blank" data-smartkarma-citation="entities:315:1" rel="noopener">Softbank Group (9984 JP)</a> and its increasingly less favoured child, <a href="https://www.smartkarma.com/entities/the-we-company-wework" target="_blank" data-smartkarma-citation="entities:28061:1" rel="noopener">The We Company (WeWork) (WE US)</a>, rolls on with requests for private capital infusions bump against requests for a delay to the IPO, we find ourselves asking, "Who is more desperate here, WeWork or Softbank?"</p>

As the drama between Softbank Group (9984 JP) and its increasingly less favoured child, The We Company (WeWork) (WE US), rolls on with requests for private capital infusions bump against requests for a delay to the IPO, we find ourselves asking, "Who is more desperate here, WeWork or Softbank?"

We Work! We Play! We Destroy Shareholder Value, EVERY SINGLE DAY!