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

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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

Mori Hills REIT Investment Corporation / Equity Capital Markets

Mori Hills REIT Investment Corporation (3234 JP)

<p><a href="https://www.smartkarma.com/entities/56" target="_blank" data-smartkarma-citation="entities:56:1">Mori Hills Reit Investment C (3234 JP)</a> has announced the issuance of 118,400 new units and a 5,920 unit overallotment (6.8% dilution and 0.3% dilution respectively) to purchase stakes within Toranomon Hills and Holland Hills. This represents the third set of acquisitions within these properties, all of which have targeted floors 28-35 of Toranomon Hills and floors 3-4, part of floor 5 and floors 14-18 and floors 22-24 of Holland Hills.</p><table class="table table-striped"><tbody>
<tr>
<td>Details</td>
</tr>
<tr>
<td><strong>New Investment Units</strong></td>
<td><strong>118,400</strong></td>
</tr>
<tr>
<td><strong>Overallotment</strong></td>
<td><strong>5,9</strong></td>
</tr>
</tbody></table>…

Mori Hills Reit Investment C (3234 JP) has announced the issuance of 118,400 new units and a 5,920 unit overallotment (6.8% dilution and 0.3% dilution respectively) to purchase stakes within Toranomon Hills and Holland Hills. This represents the third set of acquisitions within these properties, all of which have targeted floors 28-35 of Toranomon Hills and floors 3-4, part of floor 5 and floors 14-18 and floors 22-24 of Holland Hills.

Details


New Investment Units
118,400


Overallotment
5,9

…

森ヒルズリート：投資口発行によりプレミアムオフィスへの投資を継続