Week 6 – Review

Again, while the production plan had many to-do items, I only finished a few in the 2nd production week. Was it still not very productive?

* Week 6 – Review *

[2018/11/26]

Initial Analysis & Follow up

Research Management

  • Research focus decided: marketplaces

Operation

  • Several earnings releases
  • Temporary business card made

Travel

Reading

Week 6 – Production Plan

[Nov. 19, 2018]

* Tasks to be done *

~ Nov. 19-25, 2018 ~

  • Initial Analysis: Mercari / Kakaku
  • Travel Documentation: Japan and HK & SZ
  • 1 Idea from Analyst Meeting
  • Hotel Review: 2
  • Hotel Analysis: Millennium Mistui Garden Tokyo Deal and Forecasting Exercise on Tainan
  • Reading: 1 technical and 1 leisure
  • Travel Plan: Kobe/Kyoto/Osaka in early December
  • Corporate Event
    • ER Concall: BZUN.US / PDD.US / JG.US
    • Board Meeting: 839.HK

Week 5 – Review

While the production plan had many to-do items, I only finished a few in the 1st production week. It seems not very productive?

* Week 5 – Review *

[2018/11/19]

Initial Analysis

  • Pinduoduo (PDD.US): Analysis note / Model
  • China Education Group Holdings (839.HK): Model

Research Management

  • Internet names to research selected

Operation

  • Second Off-Shore Brokerage Account Setup
  • Portobell Diary

Reading

  • ぼくは明日、昨日のきみとデートする』(TW-Translation )

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