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


Week 7 – Production Plan

[Nov. 26, 2018] * Tasks to be done * ~ Nov. 26-Dec.2, 2018 ~ Initial Analysis: Sea Group (SE.US) / GrubHub (GRUB.US) / Stich Fix (SFIX.US) / Upwork (UPWK.US) 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 … Continue reading Week 7 – Production Plan

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 … Continue reading Week 5 – Review