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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.
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Event-Driven

<ul>
<li>The Nikkei reported today that Toshiba’s board had chosen to accept JIP’s buyout offer. </li>
<li>The purported pricing of ¥2trn is a relatively modest premium but is not a surprise and no surprise is a positive here in our view. </li>
<li>All that remains is shareholder approval and while we doubt there will be too many celebrations on that front, there is likely to be relief.</li>
</ul>


The Nikkei reported today that Toshiba’s board had chosen to accept JIP’s buyout offer. 
The purported pricing of ¥2trn is a relatively modest premium but is not a surprise and no surprise is a positive here in our view. 
All that remains is shareholder approval and while we doubt there will be too many celebrations on that front, there is likely to be relief.


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