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.

Private Capital Markets

<ul>
<li>CAMPFIRE is Japan’s largest crowdfunding platform and also holds the number two spot in the country with a JV with PARCO. </li>
<li>The company has a strategy of adopting individual crowdfunding platforms according to specific use cases and this tailoring could prove to be a point of differentiation. </li>
<li>Crowdfunding could prove useful in unlocking the artisanal technological capabilities dormant within Japan and CAMPFIRE could be an interesting play on that though consistent red ink is a concern.</li>
</ul>


CAMPFIRE is Japan’s largest crowdfunding platform and also holds the number two spot in the country with a JV with PARCO. 
The company has a strategy of adopting individual crowdfunding platforms according to specific use cases and this tailoring could prove to be a point of differentiation. 
Crowdfunding could prove useful in unlocking the artisanal technological capabilities dormant within Japan and CAMPFIRE could be an interesting play on that though consistent red ink is a concern.


CAMPFIRE – A Crowdfunding Platform For Every Occasion

Japan

Campfire Inc. develops cloud funding platform. The Company offers online funding services to entrepreneurs who wants to start the business and projects. Campfire serves customers in Japan.