4-Week Review: Oct. 13 – Nov. 9, 2018

[Nov. 10, 2018]

*Weekly schedule & result*

• Week 1: IT system setup / planning / few analysis posted
• Week 2-3: Japan trip / hotel site visits / few diary kept
• Week 4: HK & SZ conference / found few candidates for further investment research /a pre-thesis posted

*Research pipeline and topics collected in past four weeks*

• Hotel review
  • Millennium Mitsui Garden Hotel Tokyo – Hotel review in Mandarin (HRM) / in English and deal review
  • Hotel Gracery Sanjo Kyoto – HRM and Review Hotel Gracery & WHG
  • hotel androoms Homachi – HRM and REIT review & hotel management company review
  • 8 hotel – HRM
  • Kai Atami – HRM
  • OMO5 Otsuka – HRM and REIT review
  • Futian Shnagri-La – HRM and Review of Kerry
  • iClub Sheung Wan – HRM and REIT review

• Activist ideas
  • Oasis Capital Management
  • Third point

• Portfolio company related
  • Nintendo 2Q briefing and Q&A review

• Public Equity
  • China Education Group Holdings
  • China Dongxiang
  • Wuxi Biologics
  • Fosun International
  • Ideas from analyst meeting and names from a friend

• Hotel Analysis
  • Forecasting exercise – Tainan Crowne Plaza in 2013
  • Tainan Crowne Plaza – Hotel Review

• Travel Documentation