china-roll-forward

To roll forward A-share financial models, you load the latest period data for a target company and update the model with new actuals and forecasts. The process applies CAS adjustments, refreshes YTD/LTM data, recalculates ratios, and regenerates charts.

CAS adjustments are accounting standard modifications required to align financial reports with China GAAP conventions. They are needed when rolling forward A-share financial models to ensure historicals and new period data comply with local accounting standards.

Yes, you can pull latest actuals and guidance from iFind and AkShare as primary data sources. The roll forward process extracts financial data from these platforms to update historicals, add new period data, and refresh model valuation inputs.

Updating YTD and LTM calculations involves replacing historicals with new period data and refreshing the model structure. The system automatically recalculates growth rates and ratios, ensuring year-to-date and last-twelve-months figures reflect the latest actuals.

Yes, the roll forward process generates updated narrative sections and visuals for investor materials. After refreshing model structure and valuation inputs, it produces decision-ready outputs including charts and commentary suitable for roadshows and internal reviews.

The best way to validate data is to run the built-in validation checks after pulling actuals and forecasts from iFind and AkShare. The system validates results, applies CAS adjustments, and ensures calendar alignment before regenerating narratives and charts.