Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

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

Skymark Airlines / Equity Capital Markets

<ul>
<li>Skymark will be re-listing following a successful turnaround under the guidance of ANA and Integral. </li>
<li>Listing proceeds will mainly be directed towards improving the fuel efficiency of its fleet. </li>
<li>Skymark offers an attractive play on reopening in Japan as it is geared into the simpler domestic market where elevated cargo rates and revenue per passenger are not downside risks.</li>
</ul>


Skymark will be re-listing following a successful turnaround under the guidance of ANA and Integral. 
Listing proceeds will mainly be directed towards improving the fuel efficiency of its fleet. 
Skymark offers an attractive play on reopening in Japan as it is geared into the simpler domestic market where elevated cargo rates and revenue per passenger are not downside risks.


Skymark Airlines

Skymark IPO – Ready For Takeoff