Haidilao IPO: Hotpot for the Flu from Trade War
Haidilao's upcoming IPO is lauded as one of the biggest IPO in 2018 and more importantly, it is a non-technology related business and domestic...
668 Views
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...
493 Views
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....
559 Views
SFP Holdings (3198) - BIG Buyback Means TSE1 Eligibility
TSE2-listed SFP Dining Co Ltd (3198 JP) is a company with 11 branded restaurant chains - ten "traditional Japanese" food themes (sushi, chicken,...
338 Views
Tam Jai International: High-Quality Assets, Low-Quality Capital Allocation
We would have to stay on the sidelines for now but would revisit the investment thesis in case of a drastic shift in the management's capital...
272 Views