Independent Insight Provider, Japanese equities, LightStream Research

Scott Foster

Independent Insight Provider, Japanese equities

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

<ul>
<li>Renesas and Tata Group companies have announced a new partnership in electronic systems and wireless telecom for automotive and other applications.</li>
<li>Specifically, they are working on the development of electric vehicles and industrial system solutions combining their semiconductor, IT system and manufacturing expertise.</li>
<li>This should provide a significant boost to their business in India and global markets. As Mio Kato wrote in late April, <a href="https://www.smartkarma.com/insights/renesas-like-we-said-accelerating" target="_blank" data-smartkarma-citation="insights:69073" rel="noopener">Renesas – Like We Said… Accelerating</a> </li>
</ul>


Renesas and Tata Group companies have announced a new partnership in electronic systems and wireless telecom for automotive and other applications.
Specifically, they are working on the development of electric vehicles and industrial system solutions combining their semiconductor, IT system and manufacturing expertise.
This should provide a significant boost to their business in India and global markets. As Mio Kato wrote in late April, Renesas – Like We Said… Accelerating 


Renesas Electronics (6723 JP): Tie-Ups with Tata Group Add to Growth Potential