Evergrande Group (3333.HK) [August 28, 2019 ] Interim Result Announcement @ Four Seasons Background The first time I looked at this stock was several years ago when I was doing internship in Hong Kong. Someone in the team registered the site visit but figured out the company was "not interesting" so the trip was left … Continue reading Evergrande Group – Initial Thoughts
Tag: Real Estate
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
Eslite Xinyi
Today, I went to Eslite Bookstore in Uni-President Int'l Building in Taipei. I spent roughly an hour there and decided to buy a few books. Then, I turned to books.com.tw (not associated to Eslite) where I'm pretty sure I can get better price to order books and expect to pick up the parcel at 7-ELEVEN … Continue reading Eslite Xinyi
Tainan Market Analysis
This post is an exercise on the analysis of market share, occupancy, and average daily rate as a supplement to the previous post (Stabilization in Hotel) Market Snapshot & Competitive Market Defined In this exercise we choose lodging industry in Tainan City, Taiwan as our target market. Tainan City is located in southern Taiwan and famous … Continue reading Tainan Market Analysis
Stabilization in Hotel
After the hotel opening, the next milestone for financial stakeholders is stabilization. The interval between opening and stabilization is called build-up period or ramp-up period. The shorter the build-up/ramp-up period is, the higher return equity capital providers get and the lower risk to which debt capital providers are exposed. This is because the hotel property … Continue reading Stabilization in Hotel