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

As Jio's Speed Stabilises It Looks for Ways to Attract High ARPU Customers

Reliance Jio's New Feature Phones Likely to Add Pressure on Smartphone Sales in India

As Jio Gears Up To Disrupt Wired Broadband Segment Is Privatisation Of BSNL Finally On The Cards?

Jio Infra: Ready for Next-Gen Mobile Networks

Indian Cab Market: Aggregation May Not Be the Key to Success

Jio Aggression Sets the Cat Amongst the Pigeons

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

<h2><strong>Jio Serves as Fuel to Propel Digital India</strong></h2><p>During his monthly radio programme (Mann ki Baat) broadcast in March 2017, Modi used the BJP’s state election win as an example of the support that demonetisation has been able to garner in the country. During the programme he also upheld the importance of a cashless economy and the push towards achieving 25 billion cashless payment transactions by the end of FY2018. The cumulative m-wallet transactions in FY2017 until January 2017 stood at 10.8 billion.</p><div class="content-caption">…</div>

Jio Serves as Fuel to Propel Digital IndiaDuring his monthly radio programme (Mann ki Baat) broadcast in March 2017, Modi used the BJP’s state election win as an example of the support that demonetisation has been able to garner in the country. During the programme he also upheld the importance of a cashless economy and the push towards achieving 25 billion cashless payment transactions by the end of FY2018. The cumulative m-wallet transactions in FY2017 until January 2017 stood at 10.8 billion.…

Jio's Dependence on the Rural Sector to Remain High in the Medium Term

Reliance Industries

Jio's Dependence on the Rural Sector to Remain High in the Medium Term