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...
825 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...
581 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....
682 Views
Consumer Foodservice in Japan
Fast food drives improved performance Growing emphasis on domestically produced ingredients Convenience stores strengthen their...
434 Views
August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
690 Views