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

Who Will Bear the Brunt of Westinghouse's Bankruptcy?

Timeline for Toshiba Troubles - Two Days Til A Tempest?

Toshiba: Delisting Now Highly Probable in Our Opinion

We Believe Toshiba Delisting Is Now a Real Possibility

Concerns of Further Nuclear Write-Downs for Toshiba

A Quick Look at Toshiba's Restructuring Presentation

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>Amidst an increasingly fractured negotiating environment, <a href="https://www.smartkarma.com/entities/637" target="_blank" data-smartkarma-citation="entities:637:1">Toshiba Corp (6502 JP)</a> appears to be moving forward with a chapter 11 filing for Westinghouse. While as yet unconfirmed, the Japanese language Nikkei suggested today that the company would file for bankruptcy on the 28th of March. The timing of the filing appears to be Toshiba's preference as there is much disagreement among its lenders about both the filing itself and its timing. One possible motivation would be to limit further losses…</p>

Amidst an increasingly fractured negotiating environment, Toshiba Corp (6502 JP) appears to be moving forward with a chapter 11 filing for Westinghouse. While as yet unconfirmed, the Japanese language Nikkei suggested today that the company would file for bankruptcy on the 28th of March. The timing of the filing appears to be Toshiba's preference as there is much disagreement among its lenders about both the filing itself and its timing. One possible motivation would be to limit further losses…

Westinghouse Bankruptcy Filing a Sensitive Issue for Toshiba