Investigated economic trends in equity markets and identified industry drivers for the TMT sectors
Provided analysis support in the IPO worth $25M of Tangshan Sunfar Silicon Industry Co
Used the DCF, the NPV and the Ratio Valuation method to assess the company’s value
Provided research on investment trends, capital markets and consumer markets for the firms group managers
RESEARCH EXPERIENCE
Equity Research Investment Training Program
2018年09月-2018年09月2018.09-2018.09
Performed due diligence for target companies, such as Costco, Facebook and AT&T, using multiple resources (e.g. Bloomberg, Yahoo Finance and annual reports)
Evaluated the companies using the DCF, comparable companies and precedent transactions methods
Developed equity reports in an easily understandable way and prepared the presentation decks
Built an equity portfolio in a virtual trading account and achieved an annual return as of 23% from 2017-2019