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

Yaskawa Visit: Smartphones/Pricing Power Drive OPM Expansion, 2H Overshoot if IPhone 8 Delivers?

We Like to Think of Ourselves as the Biggest Bulls on Yaskawa But...

Yaskawa: Still Like the LT Prospects but It's Finally Time to Exit (For Now)

Yaskawa Gets a Strong Jump in China Sales, Raise FVE to JPY 3,400

Yaskawa Kicks Off Japan Earnings Season With "Away Win"

Yaskawa Electric Visit: Steady Performance but Time to Tilt Long Yaskawa/Short Fanuc Pair Shorter

Initiating Coverage of Yaskawa With JPY 2,300 FVE and Narrow Moat Rating

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>An <a href="https://ifr.org/ifr-press-releases/news/robots-china-breaks-historic-records-in-automation" target="_blank">IFR press release</a> has updated statistics for China's robot installations in 2016. Some of the key numbers included:</p><ul>
<li>27% YoY growth overall to 87,000 units</li>
<li>120% YoY growth for local manufacturers to 27,000 units</li>
<li>75% YoY growth in electrical and electronics industry demand to 30,000 units</li>
</ul><p>The report further mentioned that overseas manufacturers grew sales to the electrical and electronics industry by 59% and this appears to have accelerated further this year, given orders and results at robot…</p>

An IFR press release has updated statistics for China's robot installations in 2016. Some of the key numbers included:
27% YoY growth overall to 87,000 units
120% YoY growth for local manufacturers to 27,000 units
75% YoY growth in electrical and electronics industry demand to 30,000 units
The report further mentioned that overseas manufacturers grew sales to the electrical and electronics industry by 59% and this appears to have accelerated further this year, given orders and results at robot…

Electronics Industry Overtakes Autos in Chinese Robot Consumption