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

Mitsui Fudosan Tender For Tokyo Dome (9681) Mooted

Tokyo Dome Sells Itself For the Wrong Price

Yomiuri Land (9671) Takeover - Probably The Wrong Price But Whaddya Gonna Do?

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.

Event-Driven

<p>We have examined the proposals made by Oasis in their A Better Tokyo Dome, one by one and generally find the suggestions to be a little one-sided, and in some cases a little optimistic about the ability to change typical Japanese customs around baseball. Nevertheless, on the opinion that Tokyo Dome could be noticeably better managed overall and that ¥1,300 looks exceedingly cheap, we wholeheartedly agree.</p>

We have examined the proposals made by Oasis in their A Better Tokyo Dome, one by one and generally find the suggestions to be a little one-sided, and in some cases a little optimistic about the ability to change typical Japanese customs around baseball. Nevertheless, on the opinion that Tokyo Dome could be noticeably better managed overall and that ¥1,300 looks exceedingly cheap, we wholeheartedly agree.

Tokyo Dome – Assessing the Realism of Oasis Estimates

Tokyo Dome Corp

Tokyo Dome – Assessing the Realism of Oasis Estimates