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

Nintendo – Catalysts to Support the Stock for the Next Year

Monster Hunter – Catalyst for Capcom, Start of 3rd Party Wave for Nintendo

Tokyo Game Show – Capcom and Koei-Tecmo Presentations Look Good for Themselves and for Nintendo

Nintendo – Pay Attention to NVIDIA and DLSS as Well as Switch Momentum and Pokemon

Smartkarma Webinar | Nintendo: What's Next?

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>Earlier this week <a href="https://www.bloomberg.com/news/articles/2020-08-25/nintendo-plans-upgraded-switch-console-and-major-games-for-2021?srnd=technology-vp" target="_blank" rel="noopener">Bloomberg reported</a> that Nintendo could release an upgraded version of the Switch in 2021. Nintendo had previously stated that there would be no new versions before the end of 2020 but speculation had been rampant of an upgrade being in the works. As such the timing seems likely and we discuss our thoughts on the rumoured 4K functionality.</p>

Earlier this week Bloomberg reported that Nintendo could release an upgraded version of the Switch in 2021. Nintendo had previously stated that there would be no new versions before the end of 2020 but speculation had been rampant of an upgrade being in the works. As such the timing seems likely and we discuss our thoughts on the rumoured 4K functionality.

Nintendo

Nintendo – A 4K Switch in 2021?