Jollibee: Spin off to HK to Re-Rate
Jollibee will spin off its lower margin, capital expenditure heavy phase of international business to HK Exchange and unearth the domestic PH...
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Jollibee (JFC PM): Synthetic Expert Call Transcript (05 Sep 2026)
The proposed separate listing of Jollibee Foods Corporation International (JFCI) on the Hong Kong Stock Exchange (HKEX), announced on September...
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On Jollibee (JFC PM) In-Specie-Ing Its International Ops
The takeaway is that the spin-off may extract a higher multiple for its fast-growing international ops; and/or a clearer valuation for its...
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Primer: Jollibee (JFC PM) - Aug 2026
Jollibee Foods Corporation (JFC PM) maintains an undisputed market leadership position in the Philippine quick-service restaurant (QSR) sector,...
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McDonald Japan (2702): Higher Margin but Cheaper than Peers
With operating margin improving from 10% to 14.8% for last 5 years, McDonald Japan is supposed to perform better than the peers that produce half...
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