'Quantamental' Japan Specialist, LightStream Research

Campbell Gunn

Former Japan Equity PM with over 30 of experience now providing database-driven analysis of the market, sectors, peer groups and stocks for LightStream Research.

Leveraging data and graphic analysis provided by Japan Analytics, and the related Japan Analytics iPad App, we provide insights on companies are often ignored by the sell-side as well as challenging conventional wisdom on the market overall.

'Quantamental' Japan Specialist

🇯🇵 JAPAN • Results & Revisions ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​01/​06 - Bellsystem24 & ARCS

🇯🇵 JAPAN • Results & Revisions ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​01/​​07 - Izumi, Shift, NEXTAGE

🇯🇵 JAPAN • New Post Bubble $ High + Results & Revisions ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​01/​​​08

🇯🇵 JAPAN • Results & Revisions 12/​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​28 -

🇯🇵 JAPAN • Results & Revisions 12/​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​25 - Nitori & Takashimaya

Gravity Works As WeWork Doesn't; Now Plan B

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.

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<p style="text-align: center;"><strong>• BEST &amp; WORST • </strong></p><p style="text-align: left;">Japan starts 2021 is a subdued mood as the Yen trending towards ¥100 against the US dollar, daily COVID case counts reach new highs. Tokyo and the surrounding prefectures will likely enter a month-long State of Emergency from Saturday, which will impose a nighttime 'curfew' and recommend a 60% WFH ratio. We kick off 2021 Results and Revisions Updates with Tuesday's best and worst pairing of <a href="https://www.smartkarma.com/entities/nissin-foods-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:12548:1" rel="noopener">Nissin Foods (2897 JP)</a> and <a href="https://www.smartkarma.com/entities/daiseki-co-ltd" target="_blank" data-smartkarma-citation="entities:2330:1" rel="noopener">Daiseki (9793 JP)</a>.</p><section class="figure"><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/181/113/original/2021-01-06_06-25-57.png?1609881978" class="editor-image img-responsive" data-smartkarma-image-id="181113"></figure></section><section class="figure"><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/181/114/original/2021-01-06_06-25-19.png?1609881991" class="editor-image img-responsive" data-smartkarma-image-id="181114"></figure></section><div style="text-align: center;" class="content-caption">Source for all charts &amp; tables: Japan Analytics</div>

• BEST &amp; WORST • Japan starts 2021 is a subdued mood as the Yen trending towards ¥100 against the US dollar, daily COVID case counts reach new highs. Tokyo and the surrounding prefectures will likely enter a month-long State of Emergency from Saturday, which will impose a nighttime 'curfew' and recommend a 60% WFH ratio. We kick off 2021 Results and Revisions Updates with Tuesday's best and worst pairing of Nissin Foods (2897 JP) and Daiseki (9793 JP).Source for all charts &amp; tables: Japan Analytics

🇯🇵 JAPAN • Results & Revisions ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​01/05 - Daiseki, San-A, Nissin Foods

🇯🇵 JAPAN • Results & Revisions ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​01/05 - Daiseki, San-A, Nissin Foods

🇯🇵 JAPAN • Results & Revisions 01/05 - Daiseki, San-A, Nissin Foods