Primer: Skylark Co Ltd (3197 JP) - Aug 2026
Dominant Market Leader with Diverse Portfolio: Skylark is Japan's largest table service restaurant operator, boasting a diverse portfolio of...
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Skylark Holdings: Anticipating Another Significant Guidance Upgrade
​Skylark's strong performance may lead to increased revenue and OP guidance, but caution is advised due to its current valuation.
802 Views
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...
84 Views
Japan Consumer Sector Update: Q4 FY2025 Wrap-Up and FY2026 Outlook
​Food and beverage sector raising prices and driving efficiencies for potential earnings outperformance, while alcoholic beverage makers face...
328 Views
Ride the Trend Higher in MSCI ACWI and S&P 500; Buy/Stay Long Global Discretionary, Services, Tech
Ride the Trend Higher in MSCI $ACWI and $SPX; We are still bullish as Risk-On Signals Dominate. Ideas to buy/stay long in global Discretionary,...
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