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

Mazda's Compression Ignition Gasoline Technology Too Little, Too Late to Overcome Electric

Mazda-Toyota-Denso EV Venture Drives EV Names Up - Yasunaga up 11% Threatening All Time High

As Major Automakers Move Towards EVs Mazda Squeezes More from Gasoline Engines

Toyota Completes Move to Become Nexus of Japan Auto Industry with Suzuki Tie-Up

Nikkei Newspaper Reports Toyota and Mazda Will Form a Capital Alliance.

July 2017 US Automotive Sales: Japanese Brands Got More Aggressive than Detroit Guys

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

<p>The Nikkei has reported on <a href="https://www.smartkarma.com/entities/73" target="_blank" data-smartkarma-citation="entities:73:1">Toyota Motor Corp (7203 JP)</a> investing in <a href="https://www.smartkarma.com/entities/20528" target="_blank" data-smartkarma-citation="entities:20528:1">Mazda Motor Corp (7261 JP)</a>. Information from the newspaper says that Toyota will acquire 5% of Mazda through the issuance of new shares and that the automakers will invest in a joint facility in the US, spending USD1.6bn to establish a factory with a 300K unit capacity that is initially targeted at Corollas and Mazda crossovers when it opens in 2021.</p><p>We had previously noted the likelihood of expanded collaboration between the two…</p>

The Nikkei has reported on Toyota Motor Corp (7203 JP) investing in Mazda Motor Corp (7261 JP). Information from the newspaper says that Toyota will acquire 5% of Mazda through the issuance of new shares and that the automakers will invest in a joint facility in the US, spending USD1.6bn to establish a factory with a 300K unit capacity that is initially targeted at Corollas and Mazda crossovers when it opens in 2021.We had previously noted the likelihood of expanded collaboration between the two…

マツダ：トヨタへの投資は大きなプラスとなるはずだが、成果は数年先になるだろう