Equity Analyst, LightStream Research

Shifara Samsudeen, FCMA, CGMA

Equity Analyst

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 Bottom-Up

<a href="https://www.smartkarma.com/entities/eguarantee-inc" target="_blank" data-smartkarma-citation="entities:6600:1" rel="noopener">eGuarantee, Inc. (8771 JP)</a> is engaged in the business of undertaking and transferring credit risks in Japan. The company offers guarantee services to about 70,000 businesses in Japan and the company transfers the credit risk of its portfolio across its several funds that are open to institutional investors. According to the company, it does not hold any risks associated with its credit portfolio and in the event of any bad debt, the fund will bear most of the costs.The company shares have rallied 58% since the beginning of this year driven by the ongoing Covid-19 pandemic that is expected to cause a large number of businesses to go bankrupt in the country. During economic downturns and market volatilities, the company raises its guarantee fee to reflect the increased risk associated with its guaranteed counterparties, and any delay in payments.

eGuarantee, Inc. (8771 JP) is engaged in the business of undertaking and transferring credit risks in Japan. The company offers guarantee services to about 70,000 businesses in Japan and the company transfers the credit risk of its portfolio across its several funds that are open to institutional investors. According to the company, it does not hold any risks associated with its credit portfolio and in the event of any bad debt, the fund will bear most of the costs.The company shares have rallied 58% since the beginning of this year driven by the ongoing Covid-19 pandemic that is expected to cause a large number of businesses to go bankrupt in the country. During economic downturns and market volatilities, the company raises its guarantee fee to reflect the increased risk associated with its guaranteed counterparties, and any delay in payments.

EGuarantee: A Resilient Business Model that Should Further Benefit from Pandemic Driven-Demand

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

MOTHERS-listed <a href="https://www.smartkarma.com/entities/26758" target="_blank" data-smartkarma-citation="entities:26758:1">J-Lease Co Ltd (7187 JP)</a> is a rent-guarantee company for residential and office properties which was listed in June 2016. In the year to March 2017, the company cleared the two-year profit hurdle for listing on TSE1 and in June of 2017 cleared the 1-year-since-listing hurdle. The company did not meet the shareholder count hurdle (2200 shareholders) but applied for reassignment to the TSE anyway, and two weeks after under-shooting expectations when reporting Q3 earnings on Feb 7th…

MOTHERS-listed J-Lease Co Ltd (7187 JP) is a rent-guarantee company for residential and office properties which was listed in June 2016. In the year to March 2017, the company cleared the two-year profit hurdle for listing on TSE1 and in June of 2017 cleared the 1-year-since-listing hurdle. The company did not meet the shareholder count hurdle (2200 shareholders) but applied for reassignment to the TSE anyway, and two weeks after under-shooting expectations when reporting Q3 earnings on Feb 7th…

J-Lease (7187 JP) - Smallcap TSE1 Promotion & TOPIX Inclusion

Japan

eGuarantee, Inc. offers guarantee services for accounts and note receivables arising from business and financial service transactions. The Company analyzes the credit risk of receivables and loans. eGuarantee also provides consulting services for credit risk and credit management.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

eGuarantee, Inc. (8771 JP)

EGuarantee: A Resilient Business Model that Should Further Benefit from Pandemic Driven-Demand

eGuarantee is engaged in the business of undertaking and transferring credit risks in Japan. In this insight, we deep dive into eGuarantee's...

Shifara Samsudeen, FCMA, CGMA

J-Lease (7187 JP) - Smallcap TSE1 Promotion & TOPIX Inclusion

MOTHERS-listed J-Lease Co Ltd (7187 JP) is a rent-guarantee company for residential and office properties which was listed in June 2016. In the...

Travis Lundy

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)