Toshiba (6502) - There Is Actual News, and There Are Datapoints Which Masquerade as News
Toshiba has come off its recent highs vs Peers as less bullish "news" appears. Some of that news is not news as much as it is datapoint in a...
683 Views
Plenus (9945) To Go Private in MBO - Looks Like a Done Deal
Plenus (9945) is the latest small cap MBO. The founder family is taking it out at a decent premium and not awful multiple. It's a good moneymaker...
312 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...
501 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....
567 Views
Consumer Foodservice in Japan
Fast food drives improved performance Growing emphasis on domestically produced ingredients Convenience stores strengthen their...
288 Views