Understanding Japanese Companies: Insights from LightStream Research

In this special episode, recorded on 1 September 2021, we are excited to welcome back Insight Provider Mio Kato and the LightStream Research team, as they present unique views into approaching the Japanese market. Mio, along with Insight Providers Scott Foster, Shifara Samsudeen, and Oshadhi Kumarasiri, begin by outlining how their on-the-ground expertise benefits foreign investors. Then, they go over LightStream's 2021 high-conviction calls and see how they fare today, and offer two new promising names for investors interested in the market.  LightStream Research conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia. The team supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available. They further refine the accuracy of their 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. Learn more about their work: https://skr.ma/eQKDG9xGus2jsPJ76 Smartkarma subscribers can access the presentation slides here: https://skr.ma/12SavAuXvRsKSfeS8 This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.