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LightStream Research

LightStream Research
Long-Short Analysis on Japan, Asia and the World

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Japan & India Consumer Discretionary & Industrials Equities
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bullishFast Retailing
27 Mar 2024 17:48

Fast Retailing: Earnings Preview

Despite expecting a strong earnings beat, concerns over high valuations and index issues make us cautious about trading Fast Retailing in the...

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27 Mar 2024 10:33

Mitsubishi Heavy Industries (7011 JP): Take Profits and Wait for Reality to Catch Up

Take profits in MHI as the very strong order flow and prospects for sales growth and rising margins over the few years should be in the price while...

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bullishTencent
21 Mar 2024 02:05

Tencent 4Q2023: Gaming Declines Yet Again, Margins Have Further Upside

​Tencent's 4Q revenue and OP grew YoY, but below consensus estimates. Games biz declined again after seeing growth in the last 3-quarters. New high...

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20 Mar 2024 18:01

GoTo 4Q2023: Improved Profitability and a Plan to Buyback Shares to Rescue Falling Share Price

​GoTo reported improved profitability in 4Q2023, but declining growth raises concerns about sustainability. Despite improved profitability and a...

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bullishNEC Corp
20 Mar 2024 14:53

NEC (6701 JP): Generative AI (Part 2)

NEC's AI supercomputer, Japanese large-language models and reliable generative AI based services should make significant long-term contributions to...

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