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

Kaizen Platform – Focus on Continuous Improvement and Some Nice Operating Leverage

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 Capital Markets

Kaizen Platform Inc / Equity Capital Markets

<p>We find it difficult to project revenue growth and margins for Kaizen Platform due to its rapidly evolving business model. However, despite that, the company appears to offer extremely strong operating leverage and a service line-up that is intuitive and useful to customers. With valuation looking reasonable we believe investors should be paying attention to this name despite its size.</p>

We find it difficult to project revenue growth and margins for Kaizen Platform due to its rapidly evolving business model. However, despite that, the company appears to offer extremely strong operating leverage and a service line-up that is intuitive and useful to customers. With valuation looking reasonable we believe investors should be paying attention to this name despite its size.

カイゼンプラットフォーム – 規模は小さく不確実性もあるが、特別な小型株となる可能性