An investing guide for the China Securities A500 Index, an index of 500 large and liquid Chinese stocks from different industries, and related exchange-traded funds (ETFs). It uses valuation levels based on price-to-earnings ratios to discuss when to buy more or reduce exposure.
A skill for reading company announcements and financial reports, such as annual and quarterly reports, and explaining their important points and possible effect on a stock.
A guide for deciding how to divide investments among assets such as shares, bonds, and cash, then periodically restore those target proportions. This process is called portfolio rebalancing.
An analysis guide for bond funds, which are investment funds that mainly hold bonds and earn money from their interest and changing prices. It explains fund types, interest-rate effects, and common risks.
A structured framework for analysing bond-market interest rates and bond yields, which are the returns investors demand from bonds. It considers economic conditions, central-bank policy, market liquidity, supply and demand, yield-curve shape, and market sentiment.
A stock-analysis skill based on four ideas associated with Warren Buffett: understanding the business, finding lasting advantages, paying a reasonable price, and holding for the long term.
A Chinese-language skill for analysing ETFs designed to produce regular cash flow, usually through dividends or income from assets such as high-dividend shares, REITs, utilities, and infrastructure. An ETF is a fund traded on an exchange that holds a group of investments.
A comparable-company analysis that compares a company with similar businesses using operating measures and valuation ratios such as price-to-earnings and enterprise-value-to-EBITDA. The result is an Excel analysis table with statistical benchmarks and relative valuation.
A structured method for assessing whether a company or bond issuer can repay its debt. It examines the business, industry, finances, cash flow, ratings, and possible default risk.
An investment-analysis guide for the S&P China A-Share LargeCap Dividend Low Volatility 50 Index and its related ETF, a fund traded on an exchange, with code 515450.
A tool for comparing publicly offered investment funds, including stock, bond, mixed, and index funds. It examines performance, risk, holdings, fund managers, and fees to produce an investment analysis.
A fund-screening and investment-analysis guide that compares funds using risk tolerance, goals, time horizon, performance, holdings, and other measures. It can produce structured analysis and allocation suggestions, but not trading instructions or guaranteed returns.
An eight-part framework for screening Chinese A-share companies for growth potential by examining listing age, company size, founder involvement, executive ownership, recruiting, employee culture, product appeal and share-price trends.
A guide for analysing Hong Kong-listed shares, exchange-traded funds, market indexes, trading rules, and the relationship between Hong Kong and mainland Chinese markets. It also covers money flows and risks such as currency, market structure, and liquidity.
An investment-idea generator that searches for possible stocks or other market opportunities using financial measures, themes, industry trends, and special events. It produces structured candidate ideas rather than direct buy or sell orders.
A structured report generator for analysing a publicly listed company, covering its business, investment case, possible catalysts, financial results, valuation, risks and suggested actions.
A macroeconomic research helper that turns indicators such as consumer prices, factory prices, manufacturing activity, economic output, lending and employment into a structured weekly-style analysis.
A research framework that traces how changes in interest rates, exchange rates, government spending, property markets, exports, inflation and lending move from the economy to industries and individual companies.
A framework for judging whether the Chinese A-share stock market looks relatively high or low by comparing the historical valuation levels of broad market indexes, including Wind All A, the CSI 300 and the Shanghai Composite.
A stock-market analysis assistant covering market news, company and sector research, financial and price data, technical indicators and investor-focused summaries across major markets such as China, Hong Kong and the United States.
A stock-analysis framework that examines a company’s business, financial results, valuation, price trends and risks. It covers measures such as profit margins, return on equity, price-to-earnings ratios and price-to-book ratios.
A framework for researching one company's stock, including its business, finances, valuation, competitors, and risks. A stock is a tradable share of ownership in a company.
An investment research skill for finding companies connected to a market theme, such as artificial intelligence or renewable energy, and examining how they may benefit.