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NoHo: A fairly cheap growth case

– Inderes
NoHo Partners is one of the leading restaurant groups in Finland. Growth is strong and operations abroad increasing. Valuation: fairly cheap. Analyst Sauli Vilén summarizes.
Content:
00:00 Intro
00:11 NoHo’s business logic
01:38 Amount of NoHo restaurants
01:56 Most profitable type of restaurants
03:27 Which countries does NoHo operate in?
04:13 Most interesting market going forward
07:01 How cyclical is the restaurant business?
09:34 Growth
11:27 Valuation and recommendation