Japan/Asia Long-Short, LightStream Research

Mio Kato

Over 15 years analysing Japanese and Asian stocks from a long/short perspective

I focus on cyclically driven sectors such as Gaming, Factory Automation and Autos

An eclectic background as a long-short analyst, upper management at a financial data startup through its listing, and as the founder of a team analysing big/alternative data, all of which supports independent and differentiated views... we hope

An appreciation for Mathematics drives the development of a "Micro-Quantamental" process which can provide a data-driven, historically-informed and semi-automated foundation upon which to layer more qualitative and judgemental analysis, thus improving investment decision-making speed and accuracy

Japan/Asia Long-Short

Capcom – 4 Key Titles Next Year Could Drive Guidance Above Consensus

What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?

Capcom 1Q OP Soars on the Back of Profitable Digital Downloads

Is Capcom’s ‘Golden Age’ Here to Stay?

Capcom – Catalysts for Earnings Stability

Square Enix – What the Witcher Says About Content Synergies and Implications for Game Developers

Nintendo – A Visit to the Nintendo Tokyo Store in Shibuya

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>Capcom released strong results yesterday with margins in particular impressing as OPM for the Digital Contents segment hitting 47%, just below the peak of 55% reached in 1Q of this year. We spoke to the company to try and determine how sustainable this could be. Our thoughts below.</p>

Capcom released strong results yesterday with margins in particular impressing as OPM for the Digital Contents segment hitting 47%, just below the peak of 55% reached in 1Q of this year. We spoke to the company to try and determine how sustainable this could be. Our thoughts below.

Capcom – Underlying Profitability Improvement Drives Breakout to All Time Highs

Capcom Co Ltd

Capcom – Underlying Profitability Improvement Drives Breakout to All Time Highs