Consumer Foodservice in Japan
Fast food drives improved performance Growing emphasis on domestically produced ingredients Convenience stores strengthen their...
286 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...
553 Views
Looking Towards FY3/18 - New Overall Japan OP Expected to Grow 8% in the Coming Year....
With full-year Earnings Season basically over, we put together some aggregate numbers to see how Japanese companies did and what is the new...
319 Views
Zen at the Top? Tough when You Have Low Single Digit Growth and Stiff Competition!
Zensho’s share price has rallied 28% this year was fuelled by the high increase of 68% in the operating profit on the 2Q of 2017 Fiscal year end. ...
1.4k Views
McDonald's Japan: Restructuring Event Coming But Don't Buy This Dip
The story of the ownership unwinding of McDonald's Japan has been a very long time coming. McDonald's Japan was started in 1971 by Japanese...
799 Views