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