Equity Analyst, LightStream Research

Chacko Jacob

Equity Analyst

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

<p><a href="https://www.smartkarma.com/entities/14630" target="_blank" data-smartkarma-citation="entities:14630:1">Yoshinoya Holdings (9861 JP)</a> is the second largest chain of beef bowl restaurants in Japan after <a href="https://www.smartkarma.com/entities/4586" target="_blank" data-smartkarma-citation="entities:4586:1">Zensho Holdings (7550 JP)</a> (Sukiya). The company has adopted a number of strategies in recent years to diversify its offerings and expand its overseas base. We look at some of these strategies and offer our outlook on the company. And since we already cover Zensho, we also provide our pick between the two.</p>

Yoshinoya Holdings (9861 JP) is the second largest chain of beef bowl restaurants in Japan after Zensho Holdings (7550 JP) (Sukiya). The company has adopted a number of strategies in recent years to diversify its offerings and expand its overseas base. We look at some of these strategies and offer our outlook on the company. And since we already cover Zensho, we also provide our pick between the two.

Yoshinoya (9861 JP): Poor Returns From Overseas Investments Obscure Changes to Menu and Kitchen Tech

Japan

OHSHO FOOD SERVICE CORP is a Kansai-based operator of Chinese restaurants.  The Company operates directly-run restaurants in Kansai, Chubu, and Kanto regions. Ohsho Food Service also wholesales food material to franchise stores.  The Company mainly sells noodle and gyoza dumpling.

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Ohsho Food Service (9936 JP)

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...

Chacko Jacob

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