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Mio Kato

Mio Kato
Japan/Asia Long-Short
LightStream Research

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Japan Equity Bottom-Up Equity Capital Markets
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bearishTencent
22 Dec 2023 14:11

China Gaming Restrictions 2.0

China has tightened restrictions on online games and the tightened regulations appear to target the most important drivers of mobile gaming...

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bullishDenso Corp
30 Nov 2023 18:14

Denso – Thoughts On The Cross-Holdings Sell-Down

The trend of governance reform in Japan continues with Toyota, Toyota Industries and Aisin selling shares of Denso, marking an important milestone...

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10 Oct 2023 14:54

Kokusai Electric IPO – Weaker Demand Than We Expected

The lowering of Kokusai Electric's IPO price range vs. the indicative pricing is a touch surprising to us and makes us cautious given this is a PE...

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495 Views
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27 Sep 2023 14:13

Kokusai Electric IPO – Don’t Worry, This’ll Be Fine Too

While we are not especially negative the prospects for the initial open here, we are unconvinced that earnings will grow and see notable risks.

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bearishKrafton
13 Sep 2023 09:35

Krafton IPO – This Should Be Pulled

In case you are looking for ideas that are bearish China but perhaps not directly in the firing line if positioning gets too stretched to the...

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