Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

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>We previously examined AXXZIA’s business model and growth drivers, concluding that prospects for top line growth were strong. Here, we highlight a few further points on AXXZIA’s potential revenue growth and likely OPMs and then address the company’s valuation in comparison to the larger Fancl.</p>

We previously examined AXXZIA’s business model and growth drivers, concluding that prospects for top line growth were strong. Here, we highlight a few further points on AXXZIA’s potential revenue growth and likely OPMs and then address the company’s valuation in comparison to the larger Fancl.

AXXZIA – Fully Priced but Still a Discount Vs. Peers

<p>AXXZIA offers a relatively unique proposition, not just because of its scrabble high score name, but also because it offers extremely attractive leverage into China’s cosmetic and supplement markets with a heavy EC channel focus.</p>

AXXZIA offers a relatively unique proposition, not just because of its scrabble high score name, but also because it offers extremely attractive leverage into China’s cosmetic and supplement markets with a heavy EC channel focus.

AXXZIA IPO – Growing on the Back of BABA

Japan

AXXZIA Inc. manufactures and distributes cosmetics. The Company produces eye creams, toners, essences, cleansers, moisturizing creams, masks, cleansing oils, and other products. AXXZIA markets its products throughout Japan.

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AXXZIA Inc (4936 JP)

AXXZIA – Fully Priced but Still a Discount Vs. Peers

AXXZIA's growth prospects in China appear highly attractive but on the surface implied valuations do not look cheap so we compare the company to...

Mio Kato

AXXZIA IPO – Growing on the Back of BABA

AXXZIA offers a relatively unique proposition because it offers extremely attractive leverage into China’s cosmetic and supplement markets with a...

Mio Kato

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)