Equity Analysis

Timeline
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March 2, 2024Experience start
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April 6, 2024Equity report
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May 4, 2024Experience end
Timeline
-
March 2, 2024Experience start
-
April 6, 2024Equity report
Equity report
-
May 4, 2024Experience end
Experience scope
Categories
InvestmentSkills
financial analysis, equity analysis, accounting ratio analysis, macroeconomic analysisMost students will have some finance, accounting and economic coursework background, but no real-life experience in equity analysis. Many students may need in-depth training in company analysis and presentation skills. The main project deliverables are:
- Preparing a Research Report on a Company/Equity
- Presenting the Report to the experts in equity analysis
- Students will need a feedback on their report and presentation
Students
Training in equity research including access to and training in information-analytical platforms such as Bloomberg, Refinitiv Eikon, Morningstar or similar.
Equity Research Report for a company (preferably Australian).
Presentation to a panel of experts.
Project timeline
-
March 2, 2024Experience start
-
April 6, 2024Equity report
-
May 4, 2024Experience end
Timeline
-
March 2, 2024Experience start
-
April 6, 2024Equity report
Equity report
-
May 4, 2024Experience end
Project Examples
Requirements
CFA Institute Research Challenge reports and presentations could be good examples. Sample reports and presentations could be found here - https://www.cfainstitute.org/en/societies/challenge/past-champions
Additional company criteria
Companies must answer the following questions to submit a match request to this experience:
Additional company criteria
Companies must answer the following questions to submit a match request to this experience:
Timeline
-
March 2, 2024Experience start
-
April 6, 2024Equity report
-
May 4, 2024Experience end
Timeline
-
March 2, 2024Experience start
-
April 6, 2024Equity report
Equity report
-
May 4, 2024Experience end