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>PLAID has demonstrated strong revenue growth of late but there are some signs that demand could have been pulled forward and that revenue growth may slow in future. Nevertheless, while we feel there is some uncertainty regarding the solidity of impressive looking financial metrics and the business model, valuation appears reasonable on the surface.</p>

PLAID has demonstrated strong revenue growth of late but there are some signs that demand could have been pulled forward and that revenue growth may slow in future. Nevertheless, while we feel there is some uncertainty regarding the solidity of impressive looking financial metrics and the business model, valuation appears reasonable on the surface.

<p>PLAID is a company that seeks to bring more context to web-based interactions and allow companies to figure out the “why” behind user activity on the internet instead of just the final result. The company offers an interesting set of customers and has been growing revenue per client demonstrating a potentially strong service.</p>

PLAID is a company that seeks to bring more context to web-based interactions and allow companies to figure out the “why” behind user activity on the internet instead of just the final result. The company offers an interesting set of customers and has been growing revenue per client demonstrating a potentially strong service.

PLAID IPO – A Play on Omnichannel and O2O

Japan

PLAID, Inc. offers information services. The Company provides data analytics, distributed systems development, platform development and operation, media shopping tribe planning and management, and other services. PLAID provides its services throughout Japan.

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

Plaid Inc (4165 JP)

PLAID - Valuation

PLAID has demonstrated strong revenue growth of late and valuations look cheaper than peers but the solidity of growth and the business model is...

Mio Kato

PLAID IPO – A Play on Omnichannel and O2O

PLAID is a company that seeks to bring more context to web-based interactions and allow companies to figure out the “why” behind user activity on...

Mio Kato

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)