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

<ul>
<li>Renewable Japan opened weak, down 7.6%, despite pricing at the top end of its range. </li>
<li>After the initial rush of flipping however the stock has recovered to trade up slightly vs. its IPO price. </li>
<li>The company released a presentation today prior to its debut and the LT prospects look attractive.</li>
</ul>


Renewable Japan opened weak, down 7.6%, despite pricing at the top end of its range. 
After the initial rush of flipping however the stock has recovered to trade up slightly vs. its IPO price. 
The company released a presentation today prior to its debut and the LT prospects look attractive.


Renewable Japan IPO – First Day Trading

<ul>
<li>We believe that Renewable Japan’s revenue growth prospects are strong and expect further margin improvement. </li>
<li>Valuations are at a premium although this is true throughout the sector to one degree or another. </li>
<li>Significant upside will thus depend on convincing investors that it is a little Renova.</li>
</ul>


We believe that Renewable Japan’s revenue growth prospects are strong and expect further margin improvement. 
Valuations are at a premium although this is true throughout the sector to one degree or another. 
Significant upside will thus depend on convincing investors that it is a little Renova.


<ul>
<li>Renewable Japan’s evolving revenue structure makes forecasting a little complex. </li>
<li>However, the pipeline of new projects and plans disclosed by its affiliated REIT point to a rosy picture. </li>
<li>We believe the company has the potential to more than double earnings over two to three years.</li>
</ul>


Renewable Japan’s evolving revenue structure makes forecasting a little complex. 
However, the pipeline of new projects and plans disclosed by its affiliated REIT point to a rosy picture. 
We believe the company has the potential to more than double earnings over two to three years.


<ul>
<li>Japan Renewable is a full chain renewable energy company focused on solar energy. </li>
<li>The company engages all the way from development and planning to electricity retail and has been growing steadily. </li>
<li>With strong performance previously for Tess Holdings we are positive on the name.</li>
</ul>


Japan Renewable is a full chain renewable energy company focused on solar energy. 
The company engages all the way from development and planning to electricity retail and has been growing steadily. 
With strong performance previously for Tess Holdings we are positive on the name.


Japan

Renewable Japan Co., Ltd. engages in development, generation, operation, and management of renewable energy power plants. The Company develops renewable energy projects and provides related financing, maintenance, asset management, and other services. Renewable Japan conducts businesses in Japan.

Renewable Japan (9522 JP)

Renewable Japan IPO – First Day Trading

Renewable Japan opened weak, down 7.6% but has recovered after the initial rush of flipping and the LT prospects look attractive.

Mio Kato

Renewable Japan IPO - Valuation

Renewable Japan’s revenue growth prospects are strong and margin improvement is likely but valuations are at a premium and upside will thus depend...

Mio Kato

Renewable Japan IPO – Growth Potential

The pipeline of new projects for Renewable Japan and plans disclosed by its affiliated REIT point to a rosy picture with the potential to more than...

Mio Kato

Japan Renewable IPO – The Green IPO

Japan Renewable is a full chain renewable energy company focused on solar energy which is growing steadily and given strong performance previously...

Mio Kato