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

Tesla (TSLA): A Few Thoughts on Share Price Catalysts as We Get Closer to 2Q Earnings Release

Tesla--Could Elon Musk's Increasingly Erratic Behavior Be a Prelude to Further Problems at Tesla?

Tesla (TSLA): A Few Thoughts on the China Plant Announcement

Tesla's China Problems--Price Hikes & Competition in Its Second Largest Market

Tesla (TSLA): $7,500 Federal Tax Credit to Be Cut Beginning in 2019...Unless House Bill 6274 Passes

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>At the best of times, it would seem to us to be a poor idea to accuse someone of paedophilia on twitter rather than reporting this directly to authorities, if you actually have any particular evidence of such. When you are the CEO of a cash-strapped, chronically unprofitable company that is dependent on continuous capital raising to survive and your target has helped with the operation to save the lives of 13 people, it is all the more reprehensible.</p><h2>Sometimes You Just KNOW</h2><p>While there are many…</p>

At the best of times, it would seem to us to be a poor idea to accuse someone of paedophilia on twitter rather than reporting this directly to authorities, if you actually have any particular evidence of such. When you are the CEO of a cash-strapped, chronically unprofitable company that is dependent on continuous capital raising to survive and your target has helped with the operation to save the lives of 13 people, it is all the more reprehensible.Sometimes You Just KNOWWhile there are many…

Tesla: As Musk's Reputation Disintegrates, The Only Positive for the Stock Is Disappearing