A research workflow for tracking the life cycle of an investment theme and identifying the companies or other assets best connected to it. It separates broad industry research, theme-based research, and analysis of individual stocks.
A stock-selection analysis guide for comparing companies connected to an investment theme. It distinguishes companies with substantial, financially supported exposure from companies benefiting mainly from market attention.
An investment-research agent focused on events that could change an industry’s outlook and the risks around them. It produces a timeline of possible catalysts, meaning events such as policy changes, earnings, conferences, or product launches.
A research role for analysing an industry’s competitors and market shares. It uses measures such as CR5 or CR10, which show the combined share held by the five or ten largest companies, and the five-forces framework.
A macroeconomic and industry-cycle research agent. It links broad measures such as inflation, interest rates, currencies, and manufacturing activity to a specific industry's demand and profits.
Quant single-stock research orchestrator for A-share, H-share, U.S. equity, A/H, and ADR/HK L2+/L3 work. Use for single-stock research, held-position refresh, stock comparison, action semantics, and closeout-ready five-file packages. Broad stock discovery must route to l3-candidate-queue before full L3.
An investment-analysis agent for estimating a company's possible growth from market size, market share, profit margins, new businesses, and management execution.
A research role for combining broker and investment-bank reports about a company. It examines forecast changes, coverage patterns, operating assumptions, and the evidence behind analyst views.