Fast-food and sushi are taking market share on a secular basis, but the izakayas have the greatest recovery potential. Estimated reading time: 36 minutes
Michael, you might have a look at Infomart (2492 jp). They supply software, mainly to the restaurant business in Japan. Stock has sold off because of an acquisition I think. But one of the activist investment funds owns 8% of the company now.
The Japanese restaurants that will prosper beyond COVID
Michael, you might have a look at Infomart (2492 jp). They supply software, mainly to the restaurant business in Japan. Stock has sold off because of an acquisition I think. But one of the activist investment funds owns 8% of the company now.