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

Smartkarma Webinar | Japanese Autos: What's Next?

2021 High Conviction - Mazda Accelerating Out of COVID Corner

Mazda – Rising Repeat Rate Makes This Our Top Pick in the Sector

Mazda – A Simple Case Why This Should Not Be At Its All Time Low Ratio Vs Topix, PB and EV/Sales

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

<p>On October 8<sup>th</sup> Mazda launched its new MX-30 crossover in Japan. The vehicle was not especially remarkable, being a gasoline mild-hybrid derived from the CX-3/CX-30 platform but will be followed by a full EV version and more interestingly an electric version with a rotary/Wankel engine used as a range extender. This could have some implications for the PHEV costs relative to BEVs.</p>

On October 8th Mazda launched its new MX-30 crossover in Japan. The vehicle was not especially remarkable, being a gasoline mild-hybrid derived from the CX-3/CX-30 platform but will be followed by a full EV version and more interestingly an electric version with a rotary/Wankel engine used as a range extender. This could have some implications for the PHEV costs relative to BEVs.

Mazda – The Return of the Wankel Engine and Its Significance for the EV Transition

Mazda Motor

Mazda – The Return of the Wankel Engine and Its Significance for the EV Transition