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Equity Analyst, LightStream Research

Supun Walpola

Equity Analyst

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 Bottom-Up

<p><a href="https://www.smartkarma.com/entities/19603" target="_blank" data-smartkarma-citation="entities:19603:1">Yahoo Japan (4689 JP)</a>’s share price recovered slightly in the past two weeks after Altaba’s sell down earlier in the month. YJ’s share price fell from around JPY500 in February this year to a five year low of JPY360 in September with the Altaba’s decision to divest its stake in the company.</p><p>In this report, we will take a quick look at YJ’s medium term fundamentals and present our thoughts on YJ’s valuation post Altaba’s sell down.</p>

Yahoo Japan (4689 JP)’s share price recovered slightly in the past two weeks after Altaba’s sell down earlier in the month. YJ’s share price fell from around JPY500 in February this year to a five year low of JPY360 in September with the Altaba’s decision to divest its stake in the company.In this report, we will take a quick look at YJ’s medium term fundamentals and present our thoughts on YJ’s valuation post Altaba’s sell down.

Yahoo Japan: A Quick Look at Fundamentals Post Altaba Sell Down

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Yahoo Japan: A Quick Look at Fundamentals Post Altaba Sell Down