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

Maruti Suzuki Has Proved Rajiv Bajaj Spectacularly Wrong, What Is Next for the Stock?

Can Infosys Regain Its "Indian IT Bellwether" Status Again?

Infosys Will Ride the Wave of Digital Transformation

Maruti Suzuki - Driving Labour to Breaking Point

Indian Cab Market: Aggregation May Not Be the Key to Success

Subaru Set to Exceed 1m Unit Sales With Industry Leading Margins. Time to Short?

US Light Truck/SUV Boom Forces Toyota to Respond to Capacity Constraints

Japanese and Asian equity long/short strategies

Uzabase

Specialising in Japanese and Asian equity long/short strategies with a focus on rigorous, but targeted quantitative analysis to temper evaluations of company strategy, potential and vision. At Uzabase, our team of analysts provides coverage of industry dynamics with a local Asian flavour on Speeda, our financial information platform. Going forward we are aiming to channel our focus toward thematic research on emerging industries and company research.

Equity Bottom-Up

<h2>Launch of Premium Models Catapults Maruti into Serious Contention in Segment</h2><p>Traditionally Maruti has dominated the entry-level segment in India. Though it tried to break into the premium segment on a few occasions, the reception was cold. Maruti Suzuki showrooms were always perceived to sell small and affordable vehicles which led the image conscious upper-income households to shun the brand altogether. In order to mitigate this mindset, Maruti set about revamping some of its dealerships into…</p>

Launch of Premium Models Catapults Maruti into Serious Contention in SegmentTraditionally Maruti has dominated the entry-level segment in India. Though it tried to break into the premium segment on a few occasions, the reception was cold. Maruti Suzuki showrooms were always perceived to sell small and affordable vehicles which led the image conscious upper-income households to shun the brand altogether. In order to mitigate this mindset, Maruti set about revamping some of its dealerships into…

マルチ・スズキ：エントリーレベルの販売が低迷するなか、プレミアムセグメントの売上が増加

Maruti Suzuki India

マルチ・スズキ：エントリーレベルの販売が低迷するなか、プレミアムセグメントの売上が増加