Japan Specialist

Mark Chadwick

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing companies as a buy-side analyst. In-depth knowledge of company fundamental analysis, corporate governance and valuations.

Thematic (Sector/Industry)

Japan Hotels, restaurants and leisure / Thematic (Sector/Industry)

<ul>
<li>The restaurant sector was hit hard by Covid with sales down 25% from pre-pandemic levels</li>
<li>Since lifting restrictions in March, the sector has started to recover especially for smaller groups and lunchtime diners</li>
<li>Out of the 100 listed restaurant stocks, we think that <strong>Food &amp; Life (Sushiro)</strong> could be an interesting recovery play</li>
</ul>


The restaurant sector was hit hard by Covid with sales down 25% from pre-pandemic levels
Since lifting restrictions in March, the sector has started to recover especially for smaller groups and lunchtime diners
Out of the 100 listed restaurant stocks, we think that Food &amp; Life (Sushiro) could be an interesting recovery play


Japan Weekly | Bullish on Restaurant Stocks