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

Japan Post Holdings: For Those Who Doubt the Power of Japanese Day Traders...

Japan Post Holdings Placement - Similar Reasons, Similar Price Will Probably Yield Similar Returns

Japan Post Holdings: Social Media Interest Surging Again Post Cis

Japanese Govt To Sell Japan Post Shares - Basic Details

JAPAN POST GROUP IPOs: Stronger than Expected, More Flow to Come

Japan Post Group Demand Update - JPI & JPB Price at the Top: JPH Likely Will Too

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

Japan Post Holdings / Equity Capital Markets

<p>With <a href="https://www.smartkarma.com/entities/359" target="_blank" data-smartkarma-citation="entities:359:1">Japan Post Holdings Co Ltd (6178 JP)</a>'s offering being targeted heavily at retail we thought it would be an interesting test case to experiment with the value of social indicators. The deal appears to be targeted heavily at the more rural segment and the older demographic so a social media indicator isn't ideal for gauging interest but nevertheless, we see little that is likely to cause any significant movement in the stock unless retail demand proves to be weaker than hoped for.</p><p>The recently…</p>

With Japan Post Holdings Co Ltd (6178 JP)'s offering being targeted heavily at retail we thought it would be an interesting test case to experiment with the value of social indicators. The deal appears to be targeted heavily at the more rural segment and the older demographic so a social media indicator isn't ideal for gauging interest but nevertheless, we see little that is likely to cause any significant movement in the stock unless retail demand proves to be weaker than hoped for.The recently…

Japan Post Holdings: Trying to Gauge Retail Interest Through Social Media Indicators