Country Garden Service – Meeting Note 1

Country Garden Service (6098.HK) [August 26, 2019] Meeting Note 1 @ One IFC Background The company posted strong 1H2019 earnings last Friday. Reaction in the market were quite positive reflecting in stock price movement and high attendance in the meeting. Related post: Country Garden Service - Initial thoughts Topics of Interest Maybe it's for the … Continue reading Country Garden Service – Meeting Note 1

Country Garden Service – Initial Thoughts

Country Garden Service (6098.HK) [August 24, 2019] * Initial Thoughts * Background I came across this stock when reviewing post earnings release roadshow schedule. It showed up in various timeslots at different brokers' venues. This indicates the market is interested in the stock and the company is happy to promote itself publicly. Country Garden Service … Continue reading Country Garden Service – Initial Thoughts

58.com – Initial Thoughts

58.com (WUBA.US) [August 23, 2019] * Initial Thoughts * Background I came across this stock when trying various online stock analysis tools. I listened to its 2Q2019 earnings conference call and briefly reviewed most recent company presentation. I found 58.com interesting because of its business model and new business initiatives such as 58 Town and … Continue reading 58.com – Initial Thoughts

Fire Emblem: Three Houses – Social Analytics Exercise on Game Release

Click the tweet below to see the whole thread of tracking Fire Emblem: Three Houses. #FireEmblemAwakening had sold ~1.93M units by end of Jun 2015. I expect #FireEmblemThreeHouses to do much better as social media will help initial adoption and subsequent word-of-mouth. #Nintendo #NintendoSwitch pic.twitter.com/fKLjas3BrL — Yui Nausicaa (@yuinausicaa) 2019年7月20日  

Pinterest – Initial Analysis

Pinterest (PINS.US) [August 14, 2019] Initial Analysis [0] Analysis Background | Approach Selection While Pinterest has been a listed company since April this year, it is still in early stage and is more like a pure play of something. If you think runway left is enormous, a bottom up approach to follow the company increases … Continue reading Pinterest – Initial Analysis