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

Aisin Seiki – China Inventories Normalised

Toyota – First Signs of Hybrid Strategy Starting to Work in US

Are Hitachi and Honda Following the Toyota Group's J-QuAD Dynamics JV?

1H Toyota Suppliers: A Mix of Disappointments and Improvements

Hitachi – Thoughts on the Honda Group Autoparts Merger

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>We visited Denso last week to discuss the company’s CASE strategy and to assess the prospects for a margin rebound as its investment ramp period winds down. In particular we were interested in Denso's view on the newly formed Hitachi-Honda alliance and the evolving landscape for CASE parts suppliers. We discuss the details below.</p>

We visited Denso last week to discuss the company’s CASE strategy and to assess the prospects for a margin rebound as its investment ramp period winds down. In particular we were interested in Denso's view on the newly formed Hitachi-Honda alliance and the evolving landscape for CASE parts suppliers. We discuss the details below.

Denso – The Future CASE Landscape as the Hitachi-Honda Group Merger Takes Shape

Denso Corp

Denso – The Future CASE Landscape as the Hitachi-Honda Group Merger Takes Shape