LightStream Research

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

Location: Japan

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Japan & India • Consumer Discretionary & Industrials • Equities

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bearish•Fast Retailing•21 Mar 2023 07:44

Fast Retailing: Japan Demand Not Enough to Warrant an Upside, Downside Risks Looming on The Horizon

We don’t think that a strong-looking demand in the domestic market is sufficient to warrant an upside to Fast Retailing’s current consensus FY+2 EV...

Oshadhi Kumarasiri

51 Views

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bullish•Takeda Pharmaceutical•20 Mar 2023 23:33

Takeda: Nimbus Acquired Psoriasis Drug Showing Positive Results in Key Trial

Takeda's psoriasis drug candidate acquired from Nimbus has shown positive results in key trials and has the potential to become superior to Bristol...

Shifara Samsudeen, ACMA, CGMA

91 Views

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bullish•SCREEN Holdings•20 Mar 2023 16:13

Screen Holdings (7735 JP): Positive Impression from Hikone Factory Tour

Factory tour impressive. High gearing to foundry points to outperformance this year; pick-up in non-SPE segments should boost recovery next year....

Scott Foster

139 Views

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bearish•Recruit Holdings•20 Mar 2023 01:51

Recruit: Share Price Continues to Fall as Labour Markets Facing Challenges

Recruit’s share price is down 18% YTD with mismatch in the labor markets easing off. Job openings in the US have further declined in January...

Shifara Samsudeen, ACMA, CGMA

216 Views

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bearish•DPC Dash•16 Mar 2023 19:29

DPC Dash IPO Valuation: Looks Expensive Cf. Yum China & Dominos Master Franchisees in Other Regions

The exclusive master franchisee of Domino's Pizza in mainland China, Hong Kong and Macau, DPC Dash’s IPO opened for subscriptions today at a price...

Oshadhi Kumarasiri

490 Views

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Summary

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.

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