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Create financial projections and conduct fundamental research of a tech company for fund manager.
In this project, you'll wear the hat of equity research analyst, and pitch a stock idea with compelling thesis and financial projects. Under the supervision of an experienced Project Leader, you'll conduct fundamental research and financial modeling to support your stock idea. You'll become familiar with financial modeling and valuation techniques like financial statements including income statement, balance sheet and cash flow statement. All this will happen in an environment that simulates the operations of a real equity research team.
Get to know the Project Leader and other Student Consultants, ask questions about the project requirements, prepare your workspace.
Conduct fundamental research for a technology company including top-down industry analysis, competitiveness analysis, etc.
Analyze financial reports to examine the financial health of the company.
Conduct financial modeling – income statement projections.
Master Price to earnings valuation techniques.
Conduct mock management interview to polish financial model.
Develop investment thesis and stock recommendation.
Polish your project deliverables and present them to the Project Leader and other students in the final group session.
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Chi Tsai is Fellow at Open Avenues Foundation, where she works with students leading projects in Field of Finance.
Chi Tsai is a senior analyst at Sunstone Asset Management where she works on financial analysis and technology fundamental research. Chi Tsai has 5 years of experience in equity research. Prior to joining Sunstone management, she works in Haitong securties, Jefferies Hong Kong limited and Isaiah reseach.
She holds a bachelor degree of international business in National Taiwan University.