Saizeriya (7581 JP):  Buy On Any Weakness On A More Profitable Japan And Continued Strength In China

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

Saizeriya (7581 JP):  Asia Business Slightly Beat While Japan Operating Profit Missed

Analyst

Steve

Equity Bottom-Up

<ul>
<li>Since the release of 3Q24 (YE August) results on July 10, the share price of <a href="https://www.smartkarma.com/entities/saizeriya-co-ltd" target="_blank" data-smartkarma-citation="entities:14362:1" rel="noopener">Saizeriya (7581 JP)</a> is up nearly 10%, greatly outperforming Nikkei during the same time frame. </li>
<li>The 3Q24 results showed that Japan's operating profit finally improved, while China remained solid.  </li>
<li>The company is currently trading at 24x 2025E PE with strong earnings growth.</li>
</ul>


Since the release of 3Q24 (YE August) results on July 10, the share price of Saizeriya (7581 JP) is up nearly 10%, greatly outperforming Nikkei during the same time frame. 
The 3Q24 results showed that Japan's operating profit finally improved, while China remained solid.  
The company is currently trading at 24x 2025E PE with strong earnings growth.


Saizeriya (7581 JP):  Improvement In Profitability In Japan Materialized in 3Q24