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>Poshmark has announced its indicative pricing range at $35-39 per share which implies an EV between $2,189-2,486m. There are both positives and negatives when it comes to the business model but given the strength of “animal spirits” in the market at present this starts to look decidedly reasonably priced.</p>

Poshmark has announced its indicative pricing range at $35-39 per share which implies an EV between $2,189-2,486m. There are both positives and negatives when it comes to the business model but given the strength of “animal spirits” in the market at present this starts to look decidedly reasonably priced.

Poshmark IPO – Not a Bargain but a Reasonable Price for Reasonable Quality

<p>Poshmark’s business model appears to be well positioned to benefit from the trends towards online shopping, social and second-hand purchases. We do, however, have concerns about the company’s ability to break out of this niche to expand its TAM, particularly when its take rate is higher than peers.</p>

Poshmark’s business model appears to be well positioned to benefit from the trends towards online shopping, social and second-hand purchases. We do, however, have concerns about the company’s ability to break out of this niche to expand its TAM, particularly when its take rate is higher than peers.

United States

Poshmark, Inc. designs and develops mobile applications. The Company offers a service to buy and sell women's fashion and accessories from mobile phone applications. Poshmark serves customers throughout the United States.

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Poshmark Inc (POSH US)

Poshmark IPO – Not a Bargain but a Reasonable Price for Reasonable Quality

We find Poshmark's IPO to look relatively attractive as the pricing is reasonable against the backdrop of healthy growth and turn to profitability,...

Mio Kato

Poshmark - Second-Hand Fashion

Poshmark’s leverage into online shopping, social and second-hand purchases are attractive, but will it be able to break out of its niche to expand...

Mio Kato

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)