Last Week in Event SPACE: Haier, Tokyo Dome, Cowell, Infratil, Link Admin, Sapporo/Asahi, Mcdonald's
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Cafe De Coral (341): Still Unfazed by the New Restriction
The recent dining restrictions do not seem to bother investors much at all therefore there is still an opportunity to short Cafe de Coral in the...
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2021 High Conviction: McDonald's Japan - 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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🇯🇵 JAPAN • Results & Revisions 11/12 McDonald's, Nissan, Hikari, H'hodo
• BEST & WORST • Thursday's best and worst pairing is Mcdonald's Japan (2702 JP) and ad agency Hakuhodo (2433 JP)..................
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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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