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

Toshiba: Delisting Now Highly Probable in Our Opinion

Toshiba Files - A Disclaimed Opinion Makes Delisting More Likely

Western Digital Attempts to Block Toshiba Chip Business Sale to Outside Parties

Westinghouse Bankruptcy Filing a Sensitive Issue for Toshiba

A Quick Look at Toshiba's Restructuring Presentation

We Believe Toshiba Delisting Is Now a Real Possibility

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/637" target="_blank" data-smartkarma-citation="entities:637:1">Toshiba Corp (6502 JP)</a> stock has rallied about 35% since the 16th of March as news of a large stake purchase by Effisimo Capital, Westinghouse's bankruptcy filing and a high bid of JPY2 trillion for its chip business have cheered investors. While these factors are all positive for the stock, we feel that the extent of the rally is overdone and that much of the good news is starting to be priced in as a done-deal despite significant uncertainty remaining. We thus feel that risk-reward is once…</p>

Toshiba Corp (6502 JP) stock has rallied about 35% since the 16th of March as news of a large stake purchase by Effisimo Capital, Westinghouse's bankruptcy filing and a high bid of JPY2 trillion for its chip business have cheered investors. While these factors are all positive for the stock, we feel that the extent of the rally is overdone and that much of the good news is starting to be priced in as a done-deal despite significant uncertainty remaining. We thus feel that risk-reward is once…

Toshiba Plant Systems & Services (1983 JP)

Who Will Bear the Brunt of Westinghouse's Bankruptcy?