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

Toyota – All-Time High Production Despite “Cuts”, A US Battery Factory and Nippon Steel Dispute

Toyota – BZ4X Gets Toyota’s EV and Autonomous Strategy Rolling

Denso – Steady Results on Top of Technological Supremacy

Toyota – Superior Profit Structure Becoming Superior-Er

Toyota – Leading ESG Initiatives as It Hits All-Time Highs

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><a href="https://www.smartkarma.com/insights/toyota-revenge-of-the-hybrids" target="_blank" rel="noopener">We have been anticipating the full model change of the Tundra for about three years now</a>. Toyota has not disappointed with its first major change since 2007 and we believe investors need to pay attention to reception of the new model as it could expand Toyota’s share within the largest segment of the US market.</p>

We have been anticipating the full model change of the Tundra for about three years now. Toyota has not disappointed with its first major change since 2007 and we believe investors need to pay attention to reception of the new model as it could expand Toyota’s share within the largest segment of the US market.

Toyota – New Tundra Could Drive Double Digit OP Uplift

Toyota Motor

Toyota – New Tundra Could Drive Double Digit OP Uplift