institutional-research-outline

What problem does it solve?

It solves the problem of quickly preparing a standardized, in-depth institutional research outline for a listed company, including a structured company overview, peer comparison, historical question review, and a prioritized core question list for an initial on-site/meeting-style research session.

Core Features & Use Cases

• Standardized 1–2 hour preparation outline: Produces a structured Markdown report tailored to first-time institutional research.
• Finance-first structured analysis: Emphasizes professional financial, valuation, and consensus inputs, prioritizing the gildata-aidata data source for financial statements, analysis indicators, main operating segments, consensus expectations, valuation metrics, and institutional ratings.
• Peer comparison + differentiating question design: Selects comparable peers (3–5), contrasts valuation/growth/profitability/efficiency metrics, then designs 10–12 core, non-redundant questions covering strategy, business, finance, risk, and competition.
• Historical research question recycling: Uses web search to extract recent investor-relations activity and turns recurring themes into an interview-oriented question plan.

Quick Start

Ask for: "Generate an institutional research outline for {company name} (A-share/H-share if known)."