Looking to profit from the 'Pokemon Go" phenomenon? Boring servers may be a better bet than burgers, according to Sunrise Brokers.
The Hong Kong-based brokerage's head of Asia and Japan equities, Ben Collett, said investors had been looking for some other ways to play the success of "Pokemon Go" in addition to buying Nintendo shares.
This included buying into stocks of companies that are in one way, or another, affiliated with the app, according to Collett.
He believed that the rise in shares of McDonald's Holdings of Japan, which have surged in anticipation of a collaboration on the game, may prove fleeting.
Instead, he said infrastructure-related plays such as telecommunications companies and even server makers would be a better secondary bet.
"I'd be cautious about buying McDonald's Japan, specifically because it's not right up there," Collett said.
On Thursday, shares of McDonald's Holdings in Japan shot up more than 5 percent in early trade after reports said the company announced it would collaborate on the "Pokemon Go" game soon. McDonald's Holdings shares have climbed 15.62 percent this week.
McDonald's is reportedly the game's sponsor in Japan. Technology news portal TechCrunch reported McDonald's 3,000-plus fast food restaurants across Japan will become "gyms", or battlegrounds, for Pokemon collectors.