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>At its press conference this evening Kobe Steel disclosed the results to date of its safety checks on the products involved in the falsified data scandal. In addition, the company disclosed that four further products have been found to have falsified data with another one product currently being confirmed. The company also said that it has not yet been informed of any customers recalling products, though a small number have confirmed that they will replace parts during routine inspection checks…</p>

At its press conference this evening Kobe Steel disclosed the results to date of its safety checks on the products involved in the falsified data scandal. In addition, the company disclosed that four further products have been found to have falsified data with another one product currently being confirmed. The company also said that it has not yet been informed of any customers recalling products, though a small number have confirmed that they will replace parts during routine inspection checks…

Kobe Steel: Not Quite an All Clear but Safety Issues Now Look Unlikely; Recalls Likely Limited

Japan

UACJ Corp. manufactures and sells aluminum products.  The line of products includes aluminum panels and parts for automobiles, aluminum sheets for circuit boards and home electric appliances, and aluminum building materials.

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Uacj Corp (5741 JP)

Kobe Steel: Not Quite an All Clear but Safety Issues Now Look Unlikely; Recalls Likely Limited

At its press conference this evening Kobe Steel disclosed the results to date of its safety checks on the products involved in the falsified data...

Mio Kato

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