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Equity Analyst, LightStream Research

Supun Walpola

Equity Analyst

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 Bottom-Up

<a href="https://www.smartkarma.com/entities/20528" target="_blank" data-smartkarma-citation="entities:20528:1">Mazda Motor (7261 JP)</a> reported 1QFY03/19 financial results on Wednesday (1st August 2018) after the market close. Mazda reported revenue of JPY873bn (+9% YoY) and OP of JPY33bn (-17% YoY) for 1QFY03/19. Mazda opened today down 3% from its Wednesday's close despite outperforming the consensus OP estimate by 20+%. Mazda retained their full-year revenue and OP guidance for the year. Unit sales was up 7% YoY as Mazda saw record sales of 403K units during the first quarter driven by strong crossover…

Mazda Motor (7261 JP) reported 1QFY03/19 financial results on Wednesday (1st August 2018) after the market close. Mazda reported revenue of JPY873bn (+9% YoY) and OP of JPY33bn (-17% YoY) for 1QFY03/19. Mazda opened today down 3% from its Wednesday's close despite outperforming the consensus OP estimate by 20+%. Mazda retained their full-year revenue and OP guidance for the year. Unit sales was up 7% YoY as Mazda saw record sales of 403K units during the first quarter driven by strong crossover…

Mazda Motors Down 3% Following Q1 Results