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 Bottom-Up

<p>The NHK reported today that <a href="https://www.smartkarma.com/entities/73" target="_blank" data-smartkarma-citation="entities:73:1">Toyota Motor Corp (7203 JP)</a>, <a href="https://www.smartkarma.com/entities/18703" target="_blank" data-smartkarma-citation="entities:18703:1">Denso Corp (6902 JP)</a> and <a href="https://www.smartkarma.com/entities/20528" target="_blank" data-smartkarma-citation="entities:20528:1">Mazda Motor Corp (7261 JP)</a> would form an EV joint venture. Denso which handles inverters for EVs is said to be focusing on the development of HVAC units which can operate without making use of the residual heat from traditional gasoline and diesel engines. EV related names have reacted positively to the news - <a href="https://www.smartkarma.com/entities/8298" target="_blank" data-smartkarma-citation="entities:8298:1">Gs Yuasa Corp (6674 JP)</a> up 1%, <a href="https://www.smartkarma.com/entities/15120" target="_blank" data-smartkarma-citation="entities:15120:1">Hirata Corp (6258 JP)</a> up 4% and Mazda is up 2.5% while Denso is up 1.5% and…</p>

The NHK reported today that Toyota Motor Corp (7203 JP), Denso Corp (6902 JP) and Mazda Motor Corp (7261 JP) would form an EV joint venture. Denso which handles inverters for EVs is said to be focusing on the development of HVAC units which can operate without making use of the residual heat from traditional gasoline and diesel engines. EV related names have reacted positively to the news - Gs Yuasa Corp (6674 JP) up 1%, Hirata Corp (6258 JP) up 4% and Mazda is up 2.5% while Denso is up 1.5% and…

Mazda-Toyota-Denso EV Venture Drives EV Names Up - Yasunaga up 11% Threatening All Time High

Japanese and Asian equity long/short strategies

Uzabase

Specialising in Japanese and Asian equity long/short strategies with a focus on rigorous, but targeted quantitative analysis to temper evaluations of company strategy, potential and vision. At Uzabase, our team of analysts provides coverage of industry dynamics with a local Asian flavour on Speeda, our financial information platform. Going forward we are aiming to channel our focus toward thematic research on emerging industries and company research.

Thematic (Sector/Industry)

<p>On the 4th of February the Nikkei <a href="http://asia.nikkei.com/Business/Deals/Toyota-near-tie-up-with-Suzuki-on-development-procurement" target="_blank">reported</a> that <a href="https://www.smartkarma.com/entities/73" target="_blank" data-smartkarma-citation="entities:73:1">Toyota Motor Corp (7203 JP)</a> and <a href="https://www.smartkarma.com/entities/732" target="_blank" data-smartkarma-citation="entities:732:1">Suzuki Motor Corp (7269 JP)</a> were in discussions regarding an alliance on development and procurement. This was confirmed by the companies today with the statement that the broad terms of the deal have been agreed upon. The move continues a series of tie-ups conducted by Toyota in recent years and could place pressure on other players to seek similar tie-ups. <a href="https://www.smartkarma.com/entities/20528" target="_blank" data-smartkarma-citation="entities:20528:1">Mazda Motor Corp (7261 JP)</a> may feel particularly pressured…</p>

On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an alliance on development and procurement. This was confirmed by the companies today with the statement that the broad terms of the deal have been agreed upon. The move continues a series of tie-ups conducted by Toyota in recent years and could place pressure on other players to seek similar tie-ups. Mazda Motor Corp (7261 JP) may feel particularly pressured…

Could Trump Add to Consolidation Pressure on Japan's Auto Industry

Japan

GS Yuasa Corporation is a holding company established through the merger of Yuasa Corp. and Japan Storage Battery Co., Ltd.  The Company manages financial operations for its subsidiaries, which manufactures storage batteries used for automobiles, motorcycles, computers, and lighting equipment.

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Gs Yuasa Corp (6674 JP)

Mazda-Toyota-Denso EV Venture Drives EV Names Up - Yasunaga up 11% Threatening All Time High

The NHK reported today that Toyota Motor Corp (7203 JP), Denso Corp (6902 JP) and Mazda Motor Corp (7261 JP) would form an EV joint venture. Denso...

Mio Kato

Could Trump Add to Consolidation Pressure on Japan's Auto Industry

On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...

Mio Kato

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