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

Ming Yuan Cloud IPO – SaaSy, but Regional Channel Partners Are SaaSier Still

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

Ming Yuan Cloud Group / Equity Capital Markets

<p>Examining Ming Yuan Cloud by including its results from when it traded on the Shenzhen stock exchange as Shenzhen MingYuan Software paints a picture of a company that has enjoyed transformative growth after focusing on cloud and SaaS. We have some governance concerns and our in-depth look at the numbers suggests the company’s exposures may not be quite as attractive as they look on the surface, but nevertheless prospects look relatively good and with Snowflake leading the way with extremely slick marketing of its IPO we feel Ming Yuan Cloud could also reap some of the benefit of the excitement that is being generated.</p>

Examining Ming Yuan Cloud by including its results from when it traded on the Shenzhen stock exchange as Shenzhen MingYuan Software paints a picture of a company that has enjoyed transformative growth after focusing on cloud and SaaS. We have some governance concerns and our in-depth look at the numbers suggests the company’s exposures may not be quite as attractive as they look on the surface, but nevertheless prospects look relatively good and with Snowflake leading the way with extremely slick marketing of its IPO we feel Ming Yuan Cloud could also reap some of the benefit of the excitement that is being generated.

Ming Yuan Cloud IPO – In the Right Place at the Right Time