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Mio Kato
Japan/Asia Long-Short
•
LightStream Research
Location:
Japan
Joined:
20 June 2016
1.4k
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500.7k
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1.2k
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Japan
•
Equity Bottom-Up
•
Equity Capital Markets
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Recent
bearish
•
Tencent
•
22 Dec 2023 14:11
China Gaming Restrictions 2.0
China has tightened restrictions on online games and the tightened regulations appear to target the most important drivers of mobile gaming...
Mio Kato
1.2k Views
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bullish
•
Denso Corp
•
30 Nov 2023 18:14
Denso – Thoughts On The Cross-Holdings Sell-Down
The trend of governance reform in Japan continues with Toyota, Toyota Industries and Aisin selling shares of Denso, marking an important milestone...
Mio Kato
321 Views
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bearish
•
Kokusai Electric
•
10 Oct 2023 14:54
Kokusai Electric IPO – Weaker Demand Than We Expected
The lowering of Kokusai Electric's IPO price range vs. the indicative pricing is a touch surprising to us and makes us cautious given this is a PE...
Mio Kato
534 Views
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bearish
•
Kokusai Electric
•
27 Sep 2023 14:13
Kokusai Electric IPO – Don’t Worry, This’ll Be Fine Too
While we are not especially negative the prospects for the initial open here, we are unconvinced that earnings will grow and see notable risks.
Mio Kato
509 Views
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bearish
•
Krafton
•
13 Sep 2023 09:35
Krafton IPO – This Should Be Pulled
In case you are looking for ideas that are bearish China but perhaps not directly in the firing line if positioning gets too stretched to the...
Mio Kato
654 Views
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