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

Sony - Microsoft's Activision Blizzard Acquisition Shakes Things Up

Microsoft – Thinking Through the ATVI Acquisition Further

TOPIX-Nikkei Skew Trade Hit by Sony and Fast Retailing but Outperforming Nikkei

Sony – The Future of VR, Metaverse and the Conglomerate Premium

Sony – How Much Is a Funny Moustache Worth?

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Gravity Works As WeWork Doesn't; Now Plan B

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>Sony had some interesting panels at CES 2022 focusing on immersion in entertainment on both the audio and visual fronts. </li>
<li>Following on from the PSVR2 announcement they help to outline Sony’s roadmap for driving forward entertainment technology. </li>
<li>And of course there were some links to Epic and Unreal Engine…</li>
</ul>


Sony had some interesting panels at CES 2022 focusing on immersion in entertainment on both the audio and visual fronts. 
Following on from the PSVR2 announcement they help to outline Sony’s roadmap for driving forward entertainment technology. 
And of course there were some links to Epic and Unreal Engine…


Sony Corp

Sony – Audio Visual Immersion