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

With Coconala looking like it will open towards the high-end or above our “30-50% pop” guesstimate, we take another look into our crystal ball to check whether this is an issue that is worth hanging onto, or whether your capital might be better deployed elsewhere.

With Coconala looking like it will open towards the high-end or above our “30-50% pop” guesstimate, we take another look into our crystal ball to check whether this is an issue that is worth hanging onto, or whether your capital might be better deployed elsewhere.

Coconala IPO – First Day Trading – I See an Air Pocket in Your Future

WingArc1st looks set to defy the poor track record of both re-listings and IPOs that have been purely existing shares as it appears to be on track to avoid breaking IPO price and having a reasonably strong open.

WingArc1st looks set to defy the poor track record of both re-listings and IPOs that have been purely existing shares as it appears to be on track to avoid breaking IPO price and having a reasonably strong open.

After previously examining WingArc1st’s business model, we go through the company’s financials and valuation below. Ultimately, while there are a few concerns to note with the company, the overall package looks relatively attractive where it is being priced.

After previously examining WingArc1st’s business model, we go through the company’s financials and valuation below. Ultimately, while there are a few concerns to note with the company, the overall package looks relatively attractive where it is being priced.

WingArc1st – A Discount Play on Japan’s Digitalisation Drive

After having its IPO ambitions thwarted twice before, by a weak market in early 2019 and the pandemic in 2020, WingArc1st makes it third attempt to get the Carlyle group a good exit. Below we examine the company’s software offering and the history of Carlyle’s attempts to exit.

After having its IPO ambitions thwarted twice before, by a weak market in early 2019 and the pandemic in 2020, WingArc1st makes it third attempt to get the Carlyle group a good exit. Below we examine the company’s software offering and the history of Carlyle’s attempts to exit.

Japan

WingArc1st Inc. offers technology services. The Company provides data enpowerment, software development, software sales, and other services. WingArc1st offers its services throughout Japan.

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WingArc1st Inc (4432 JP)

Coconala IPO – First Day Trading – I See an Air Pocket in Your Future

With Coconala looking to open strong we take a look into our crystal ball to check whether this is an issue that is worth hanging onto, or whether...

Mio Kato

WingArc1st IPO – First Day Trading

WingArc1st justified our counter-trend call by opening up ~20% despite the poor track record of similar IPOs. We feel there could be further upside...

Mio Kato

WingArc1st – A Discount Play on Japan’s Digitalisation Drive

After previously examining WingArc1st’s business model, we examine the financials and valuation to come away feeling that despite a few concerns,...

Mio Kato

WingArc1st IPO – Third Time Lucky

WingArc1st offers software to generate and output forms and labels, as well as business intelligence software to help users analyse data...

Mio Kato

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