Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

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.

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/9825" target="_blank" data-smartkarma-citation="entities:9825:1">Sakata Seed Corp (1377 JP)</a> announced strong 3QFY05/2017 results on the 7th of April. Since we first wrote about the company in Dec 2016 the stock has been roughly flat while Topix has declined 5%. We said at the time that "while consensus estimates have Sakata's OP for FY2018 at a possible JPY9.2bn, if conditions are favourable for the company we do not consider it unreasonable for the company to hit those numbers in FY2017." Consensus has now risen to JPY8.0bn OP for FY05/2017 and JPY9.6bn for…

Sakata Seed Corp (1377 JP) announced strong 3QFY05/2017 results on the 7th of April. Since we first wrote about the company in Dec 2016 the stock has been roughly flat while Topix has declined 5%. We said at the time that "while consensus estimates have Sakata's OP for FY2018 at a possible JPY9.2bn, if conditions are favourable for the company we do not consider it unreasonable for the company to hit those numbers in FY2017." Consensus has now risen to JPY8.0bn OP for FY05/2017 and JPY9.6bn for…

Sakata Seed: Overseas Sales Continue to Drive Growth as 9M OP Hits 96% of Full Year Consensus

Fintech, Real-time Big-Data Analytics Provider, Nowcast, Inc.

Ryota Hayashi

Fintech, Real-time Big-Data Analytics Provider

Nowcast, Inc.

We at Nowcast develop "Big-Data Economic Analytics Platforms".  We aim to revolutionize the financial markets by providing "accurate" and "real-time" analytics based on economic indicators and corporate activity data procured worldwide. 

Our Main Services

(1) Real-time Analytics
With our Nikkei CPI Now Index at our core, we provide real time analytics of global economic indicators such as POS Data. By utilizing Big-Data technology, we also provide real-time analytics of micro level data such as corporate earnings. 

(2) Big-Data Application Consulting
We too provide business consultation and conduct joint research on initiatives that strive to use data, such as from the operation capacity of construction machinery to number of passengers on railroad trains, as economic indicators. We provide continuous support to Data Scientists specialized in economics in their proposal stage, product development and up till its business development. 

(3) Monetary Policy Insights
With the proactive involvement of and support from from academicians in macroeconomics & key figures in the financial industry, we produce reports, conduct seminars and meetings that discuss about the forecast of financial markets, provide intellectual suggestions on asset allocation, etc. 

Macroeconomics

<ul class="ember-tether-target ember-tether-element-attached-top ember-tether-element-attached-left ember-tether-target-attached-top ember-tether-target-attached-right"><li>"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.</li><li>Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.</li><li>This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.</li></ul>

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.

December 2016 Review of Current Developments in Japan's Economy

Having grown OP at a 30% CAGR over the last five years Sakata Seed (1377 JP) has demonstrated the ability to execute on its overseas expansion strategy, leveraging its strength in broccoli and other vegetable and flower seeds. The domestic wholesale business is stagnant but highly profitable and while profitability has not yet been achieved in its domestic retail business, losses are small in scale and a commitment to eliminating unprofitable products is evident. While valuations at 31x historical PE are not cheap, the rapid profit growth and solid balance sheet suggest that continued price appreciation may be on the cards.

Having grown OP at a 30% CAGR over the last five years Sakata Seed (1377 JP) has demonstrated the ability to execute on its overseas expansion strategy, leveraging its strength in broccoli and other vegetable and flower seeds. The domestic wholesale business is stagnant but highly profitable and while profitability has not yet been achieved in its domestic retail business, losses are small in scale and a commitment to eliminating unprofitable products is evident. While valuations at 31x historical PE are not cheap, the rapid profit growth and solid balance sheet suggest that continued price appreciation may be on the cards.

Japan Small Cap Tour: Blooming Profit at Sakata Seed

Japan

SAKATA SEED CORPORATION is a wholesaler of seeds, seedlings, bulbs for flowers, vegetables, and fruits.  The Company also wholesales gardening and landscaping supply and equipment.  Sakata Seed conducts research and development to improve seeds and seedlings.

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Sakata Seed (1377 JP)

Sakata Seed: Overseas Sales Continue to Drive Growth as 9M OP Hits 96% of Full Year Consensus

Sakata Seed Corp (1377 JP) announced strong 3QFY05/2017 results on the 7th of April. Since we first wrote about the company in Dec 2016 the stock...

Mio Kato

December 2016 Review of Current Developments in Japan's Economy

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data”...

Nowcast, Inc.

Japan Small Cap Tour: Blooming Profit at Sakata Seed

Having grown OP at a 30% CAGR over the last five years Sakata Seed (1377 JP) has demonstrated the ability to execute on its overseas expansion...

Mio Kato

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