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Analyst

Steve

Equity Bottom-Up

<ul>
<li>I continue to believe that Saizeriya is the best pick for gaining exposure to Asia/China restaurant space.</li>
<li>Saizeriya has a very clear business strategy and focus:  price.  The founder Yasuhiko Shogaki made it clear that price always comes first, and everything else second. </li>
<li>Looking ahead, the runway for growth in China is huge.  The company is currently only in 3 cities for a total of 373 stores as of end-FY23 year ending August.</li>
</ul>


I continue to believe that Saizeriya is the best pick for gaining exposure to Asia/China restaurant space.
Saizeriya has a very clear business strategy and focus:  price.  The founder Yasuhiko Shogaki made it clear that price always comes first, and everything else second. 
Looking ahead, the runway for growth in China is huge.  The company is currently only in 3 cities for a total of 373 stores as of end-FY23 year ending August.


Saizeriya (7581 JP):  Best Pick For Asia/China Restaurant Space