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.

Private Capital Markets

<ul>
<li>Universal Studios Japan has suffered significantly from the COVID pandemic just as Oriental Land has. </li>
<li>However, as Japan reopens the company should benefit from a resurgence in tourist arrivals. </li>
<li>In addition, it could emerge as a key play on expanding the popularity of Japanese IP overseas.</li>
</ul>


Universal Studios Japan has suffered significantly from the COVID pandemic just as Oriental Land has. 
However, as Japan reopens the company should benefit from a resurgence in tourist arrivals. 
In addition, it could emerge as a key play on expanding the popularity of Japanese IP overseas.


USJ – Beneficiary of Reopening and Growing Popularity of Anime and Gaming

Japan

USJ LLC operates theme parks. The Company operates theme park "Universal Studios Japan" and other properties. USJ provides its services worldwide.

USJ LLC (7817393Z JP)

USJ – Beneficiary of Reopening and Growing Popularity of Anime and Gaming

Universal Studios Japan offers a reopening play as well as gearing into the expanding popularity of Japanese anime and gaming overseas.

Mio Kato