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

Toshiba Files - A Disclaimed Opinion Makes Delisting More Likely

Western Digital Attempts to Block Toshiba Chip Business Sale to Outside Parties

Potential Surpises?? Comparing Foreign and Domestic FY1 EPS Estimates in Japan

We Believe Toshiba Delisting Is Now a Real Possibility

Timeline for Toshiba Troubles - Two Days Til A Tempest?

Who Will Bear the Brunt of Westinghouse's Bankruptcy?

Westinghouse Bankruptcy Filing a Sensitive Issue for Toshiba

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

As <a href="https://www.smartkarma.com/profiles/25" target="_blank" data-smartkarma-citation="accounts:25">Travis Lundy</a> points out in the comments section of <a href="https://www.smartkarma.com/insights/timeline-for-toshiba-troubles-two-days-til-a-tempest" target="_blank" data-smartkarma-citation="insights:9871">Timeline for Toshiba Troubles - Two Days Til A Tempest?</a> a <a href="http://asia.nikkei.com/Spotlight/Toshiba-in-Turmoil/Toshiba-may-issue-9-month-results-without-auditor-s-blessing" target="_blank">Nikkei article</a> is reporting that Toshiba may file 3QFY03/2017 earnings without an auditors opinion.We believe this will be the final straw and will force the TSE to delist the entity.Yes, <a href="https://www.smartkarma.com/entities/637" target="_blank" data-smartkarma-citation="entities:637:1">Toshiba Corp (6502 JP)</a> is an extremely large company and is part of "traditional" Japan, which would normally make its delisting unthinkable. However, watching this saga unfold, one thing which has…

As Travis Lundy points out in the comments section of Timeline for Toshiba Troubles - Two Days Til A Tempest? a Nikkei article is reporting that Toshiba may file 3QFY03/2017 earnings without an auditors opinion.We believe this will be the final straw and will force the TSE to delist the entity.Yes, Toshiba Corp (6502 JP) is an extremely large company and is part of "traditional" Japan, which would normally make its delisting unthinkable. However, watching this saga unfold, one thing which has…

東芝：上場廃止の可能性は極めて高いと当社は考えています