Equity Analysis

BIPX301
Closed
Australian Catholic University
Sydney, New South Wales, Australia
Administrator
1
Timeline
  • March 2, 2024
    Experience start
  • April 6, 2024
    Equity report
  • May 4, 2024
    Experience end
Experience
1/1 project matches
Dates set by experience
Preferred companies
Anywhere
Any company type
Banking & finance

Experience scope

Categories
Investment
Skills
financial analysis, equity analysis, accounting ratio analysis, macroeconomic analysis
Student goals and capabilities

Most 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

Students
Undergraduate
Any level
40 students
Project
105 hours per student
Administrators assign students to projects
Teams of 5
Expected outcomes and deliverables

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, 2024
    Experience start
  • April 6, 2024
    Equity report
  • May 4, 2024
    Experience 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:

  • Q1 - Text short
    What countries and industry sectors do you cover in your equity research?