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

Chinese Government to Crack Down on the Online Gaming Sector? A Big Negative for the Krafton IPO

Krafton: Only 20% of Employee Stock Ownership Association Apply for the IPO Shares

Krafton Listing Date Confirmed as August 10th: Rebalancing Trading Timeline

Major Highlights of Krafton's Online Press Conference & Focus on Overseas M&As Post IPO

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

<p>Krafton appears to be doing the PR rounds regarding investor interest in its IPO. <a href="https://asia.nikkei.com/Business/Markets/IPO/Krafton-expects-IPO-success-as-big-investors-show-interest" target="_blank" rel="noopener">The Nikkei</a> and various other news outlets had some positive sounding stories. If Krafton does indeed manage to price at the top end of its range or above we think that would be a fantastic opportunity for investors...</p>

Krafton appears to be doing the PR rounds regarding investor interest in its IPO. The Nikkei and various other news outlets had some positive sounding stories. If Krafton does indeed manage to price at the top end of its range or above we think that would be a fantastic opportunity for investors...

Krafton IPO - A Few Thoughts on Its IP and the Tencent Relationship