2021 High Conviction: McDonald's Japan -Â A TOPIX Inclusion BIG Bet
Parent McDonald's Corp announced in July it would sell down its stake in McDonald's Japan from 49% to 35+%. It has sold about 40% of that so far....
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A Modest (McDonald's Japan) Proposal
An omen which appeared in the early 2000s and blatantly reported in 2015 last month made its renewed appearance and today was proven. It has...
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Japan: The Demise of The "J Nifty-Fifty"?
THE J 'NIFTY-FIFTY' - In our insight posted on July 1st Japan: Most Overbought & Most Oversold - The Relative Price Score, we highlighted the...
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Yoshinoya (9861 JP): Poor Returns From Overseas Investments Obscure Changes to Menu and Kitchen Tech
Yoshinoya Holdings (9861 JP) is the second largest chain of beef bowl restaurants in Japan after Zensho Holdings (7550 JP) (Sukiya). The company...
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In the Land of Japanese Beef Bowls Zensho Could Be "Don"
Company Background Zensho Holdings Co Ltd (7550 JP) is the largest restaurant chain company in Japan with 19 brands spread across 5,000 locations....
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