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

2021 High Conviction – Sony’s Year of the PS5

Sony Corp:  Momentum Strong as Global Funds Continue to Add.

Sony – PS5’s SSD Is “Oodles” Faster and This Makes Series X’s Graphics Edge Irrelevant

Sony – PS5 Controller Haptics Getting Good Reviews

Sony – We Believe OP Could Actually Rise YoY

Sony: Crunchyroll Acquisition to Strengthen Anime Content and Take on Rivals Netflix and Hulu

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 Bottom-Up

<p>We previously suggested that the PS5 could outsell the Xbox Series S/X by 3 or 4 to 1. We are increasingly confident of this and would be leaning towards the higher end of that range. While both consoles remain supply-constrained and sales figures are limited, various benchmarks of the consoles are starting to point to superior results for the PS5.</p>

We previously suggested that the PS5 could outsell the Xbox Series S/X by 3 or 4 to 1. We are increasingly confident of this and would be leaning towards the higher end of that range. While both consoles remain supply-constrained and sales figures are limited, various benchmarks of the consoles are starting to point to superior results for the PS5.

소니 - 홀리데이 시즌 PS5 판매 및 그 이후를 위해 장기적으로 투자하세요