行业分析及报告写作 - 金融教育 · 多多益善 | 金多多教育

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行业分析及报告写作

价格 ¥ 990.00

教学计划

学习有效期 365 天（随到随学）

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课程介绍

行业分析是投融资的关键。投融资人员需掌握影响行业的关键驱动因素，判断不同行业投融资机会，识别行业风险，构建合理的资产组合。
将行业分析与估值建模技能相结合，深入掌握行业运行规律、行业财务分析特点及行业估值的专业方法，建立起行业分析框架，在理解行业特点的基础上构建财务分析与估值模型。

课程受众

希望了解、熟悉行业分析及研究人士均可报名参加

课程特色

案例来自券商分析师几十篇报告

细节

每一处都体现专业水平的报告写作

目标

写一篇展示优质研究报告

名师开讲
张老师，对外经济贸易大学，会计学硕士，CVA，擅长财务分析，先后任职于投资顾问公司及券商，从事行研及上市公司分析工作；多次为公募基金、券商、社会机构培训财务分析；目前就职于合资基金公司，基金经理。

课程大纲
第一部分
行业研究概论
1、行业研究是一份什么样的工作？
2、优秀行业研究员的特征
3、行业研究基本方法
◆ 行业研究的一般特征分析
◆ 行业研究基本方法：生命周期理论、S曲线、微笑曲线、SCP、波特五力模型
案例：行业研究基本方法如何在研究报告中使用

第二部分
1.行业研究报告的形成流程：资料收集、工作底稿制作、盈利预测、核心要素
2.行业研究报告的分类与架构
3.什么时候撰写研究报告
案例：对比实际研究报告，详细阐述每类研究报告的结构、撰写需求报告写作

第三部分
如何写好研究报告
1、优质的研究报告是什么样子？
总体要求、出发点、结构安排、基本方法、数据与案例、摘要与格式、误区
2、卖方与买方研究报告的比较。定位、特征、要解决的问题
案例：学员报告点评

第四部分
调研、路演及其他
1、行业研究的价值链
2、行业研究的调研：方法、准备工作、基本原则
3、路演：基本原则、注意事项

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