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

We Believe Toshiba Delisting Is Now a Real Possibility

A Quick Look at Toshiba's Restructuring Presentation

Westinghouse Bankruptcy Filing a Sensitive Issue for Toshiba

Toshiba Chip Business Valuation Target Gravitating Back Below JPY1.5 Trillion

Toshiba Targeting JPY1trn Investment by Mar 2018, Shift to TSE 2nd Section Almost Assured Now

Toshiba: Possible Demotion to TSE2? The Mechanics & Impact

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

<p>Over the weekend, a Japanese-only article in the <a href="http://www.nikkei.com/markets/company/article/?n_cid=DSMMAA13&amp;ng=DGXLASDZ01I6T_S7A300C1905M00&amp;scode=6502" target="_blank">Nikkei</a> detailed possibilities for further losses at Westinghouse in the event that construction of its US nuclear projects cannot be completed by 2020. The key points raised were:</p><ul>
<li>On-site construction workers are highly pessimistic about prospects for completion due to a lack of experience, weak supply chain and poor communication between headquarters and staff on the ground.</li>
<li>Due to the long absence of Nuclear projects in the US following the 1979…</li>
</ul>

Over the weekend, a Japanese-only article in the Nikkei detailed possibilities for further losses at Westinghouse in the event that construction of its US nuclear projects cannot be completed by 2020. The key points raised were:
On-site construction workers are highly pessimistic about prospects for completion due to a lack of experience, weak supply chain and poor communication between headquarters and staff on the ground.
Due to the long absence of Nuclear projects in the US following the 1979…


Concerns of Further Nuclear Write-Downs for Toshiba

Toshiba Corp

Concerns of Further Nuclear Write-Downs for Toshiba