[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
