What file formats does the skill output?

The skill generates a professional DOCX report (typically 30-50 pages) and a detailed XLSX earnings forecast model.

Is this suitable for institutional use?

Yes, the report structure and data requirements are designed to meet the standards of professional research departments at major investment banks.

Does this skill provide real-time financial data?

Yes, it utilizes integrated MCP tools like get_realtime_quote and get_income_statement to fetch the latest available data for Chinese listed companies.

Which valuation methods are supported?

It supports standard A-share valuation techniques including PE, PB-ROE, DCF, PEG, and comparable company analysis.

What is an A-share Initiating Coverage report?

An Initiating Coverage report is a deep-dive research document that provides the first comprehensive analysis of a company, including an investment rating, target price, and full financial projections.

CN Equity Research: Initiating Coverage

Name: CN Equity Research: Initiating Coverage
Author: ccq1

byccq1

•

Data Science & ML

Generates institutional-grade A-share initiating coverage reports with comprehensive financial modeling and valuation.

This skill empowers Claude to produce professional-grade equity research reports for Chinese A-share companies, adhering to the rigorous standards of top-tier domestic brokerages and international investment banks. It automates the creation of 30-50 page 'Initiating Coverage' documents, encompassing core investment logic, industry competitive landscapes, detailed financial analysis, and multi-method valuations (DCF, PE, PEG). By leveraging specialized MCP tools for real-time and historical A-share data, it streamlines the complex process of financial modeling and long-form report writing, delivering both a structured DOCX report and a functional Excel earnings forecast model.

Key Features

01Dual-output format providing both standardized DOCX reports and XLSX financial models

02Multi-method valuation modeling including PE, PB-ROE, DCF, and PEG

03Industry analysis framework covering TAM/SAM/SOM and competitive dynamics

04Automated retrieval of A-share financial statements and key performance indicators

05Comprehensive 30-50 page institutional report structure generation

0615 GitHub stars

Use Cases

01Equity analysts drafting comprehensive deep-dive reports for institutional clients

02Investment professionals requiring automated A-share earnings forecast models

03Financial researchers conducting competitive landscape and commercial model analysis

Key Features

01Dual-output format providing both standardized DOCX reports and XLSX financial models

02Multi-method valuation modeling including PE, PB-ROE, DCF, and PEG

03Industry analysis framework covering TAM/SAM/SOM and competitive dynamics

04Automated retrieval of A-share financial statements and key performance indicators

05Comprehensive 30-50 page institutional report structure generation

0615 GitHub stars

Use Cases

01Equity analysts drafting comprehensive deep-dive reports for institutional clients

02Investment professionals requiring automated A-share earnings forecast models

03Financial researchers conducting competitive landscape and commercial model analysis