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 – DLSS Developments Have Implications for Switch “Pro”

Nintendo – Direct Points to Improving Third Party Support and Holiday Launch for New Switch

Nintendo – Nintendo Targets AR as Sony Consolidates VR

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

Nintendo – Will All-Time High Earnings Lead to an All-Time High Share Price?

Nintendo – Super Duper Mario 3! Now With Cost Pull-Forward!

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>There have been some interesting moves made by Nintendo and graphics partner Nvidia which suggest to us that a 4K upgraded Switch could be on the way. There is now news that Nintendo is switching its online multiplayer system after about a decade. These moves point to some interesting changes at Nintendo and have ramifications for the question of whether this is the peak – a key concern for investors at present.</p>

There have been some interesting moves made by Nintendo and graphics partner Nvidia which suggest to us that a 4K upgraded Switch could be on the way. There is now news that Nintendo is switching its online multiplayer system after about a decade. These moves point to some interesting changes at Nintendo and have ramifications for the question of whether this is the peak – a key concern for investors at present.

Nintendo – Watch Monster Hunter Rise for Improved Multiplayer