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

WingArc1st – A Discount Play on Japan’s Digitalisation Drive

Coconala IPO – First Day Trading – I See an Air Pocket in Your Future

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>After having its IPO ambitions thwarted twice before, by a weak market in early 2019 and the pandemic in 2020, WingArc1st makes it third attempt to get the Carlyle group a good exit. Below we examine the company’s software offering and the history of Carlyle’s attempts to exit.</p>

After having its IPO ambitions thwarted twice before, by a weak market in early 2019 and the pandemic in 2020, WingArc1st makes it third attempt to get the Carlyle group a good exit. Below we examine the company’s software offering and the history of Carlyle’s attempts to exit.

WingArc1st Inc

WingArc1st IPO – Third Time Lucky