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

Capcom – Can They Keep Suppressing Profit?

Capcom – The Prospects for Street Fighter 6

Valorant’s Regional Parity and Japan’s Emerging Esports Scene

Tencent – End of Game Approval Freeze Is a Positive; but Regulators Are Not Slowing Down

Tencent 4Q2021: Disappointing Earnings but Expected

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

<ul>
<li>Valorant’s Masters 1 Tournament concluded today in Iceland with North America’s Optic Gaming defeating Brazil’s Loud, leaving Japan’s Zeta Division in third place. </li>
<li>These are three key regions for viewership and Japan’s surprising performance bodes well for the esports scene in the country. </li>
<li>Gameplay for Valorant Mobile has also leaked and early indications are that Krafton could be cannibalised here.</li>
</ul>


Valorant’s Masters 1 Tournament concluded today in Iceland with North America’s Optic Gaming defeating Brazil’s Loud, leaving Japan’s Zeta Division in third place. 
These are three key regions for viewership and Japan’s surprising performance bodes well for the esports scene in the country. 
Gameplay for Valorant Mobile has also leaked and early indications are that Krafton could be cannibalised here.


발로란트, 일본 e스포츠에는 좋지만 크래프톤에는 나쁘다

Capcom Co Ltd

발로란트, 일본 e스포츠에는 좋지만 크래프톤에는 나쁘다