First time Research Report (requires a mentor)

Water Cooler Investing
#1

Hi Guys,

this is about a research report for pre employment to the company I would really love to join.

As part of it, I need to submit a (2) research report with the guidelines below.

(I need someone to guide me on how should I create my report, If you could be my mentor, I would really be glad to hear from you)

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#1

Write a one-to-two page report in Microsoft Word on the rise of the Emerging Markets and the impact on global markets.

Use credible news sources, financial journals, and renowned financial blogs for research. Please cite references.

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#2

Write a one-to-two page report in Microsoft Word on any US stock.

Include what the company does, why you like it, and why we should buy or sell it.

Use the company’s financial statements, credible news sources, financial journals, and renowned financial blogs for research.

Please cite references.

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ABOUT ME:

I have 1.3yrs total of work experience from HSBC working for Investment Banking (Post Settlement Transactions)

which means that I don’t have any experience in creation of professional research report.

I am really looking forward if anyone could be my mentor for this project.

Further background about me

I have a Bachelor’s degree in Financial Management and I am a CFA level 3 candidate.

This is the real time I am going to synergize all of the knowledge that I’ve learned from the CFA program, However, I really need guidance in doing this to sharpen my skills.

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Thank you!

#2

Do a google search…or search these forums.

You don’t need a mentor for this. It’s basic stuff.

If you’re really stuck go onto breakintowallstreet or wallstprep’s websites. The modelling courses they have would be worthwhile if you’re pursuing a front office move anyway and that’ll give you a breakdown on how to layout a report.

Mergers & Inquisitions might have something on their site.

Even CFA’s Enterprising Investor blog might have something of use, or better yet, look at the winning reports from the CFA Research Challenge - most of those are better than some of the shit that the sell side produces anyway. Sounds like those reports will be overkill for what you’re looking to do though.

Also (as much as i hate a lot of the folk on it), wall street oasis forums are worth a look. This kind of question will probably have been asked there already.

Streetofwalls - they’ll have something under the hedge fund case study section as i recall. In fact, they’re short summary reports and probably exactly what you’re looking for.

Also, if you have no investing experience and ONLY the CFA, then you really should look into reading something like Graham and Dodd’s Security analysis (the comments in the newest edition are worthwhile but a shame they have taken out some of the chapters and put them onto a CD - who the hell uses those these days?!), or even something more simple like Lynch’s One Up on Wall St. All the stuff in the CFA curriculum is relative in practice, not absolute and a lot of guys i’ve seen who have no experience and only theoretical knowledge don’t know how to apply it appropriatley.

#3

Investment Conclusion

Background

Catalysts

Risks

#4

Thanks!

Can anyone further give reliable websites for doing some online research?

#5

The Rise of Emerging Markets

Emerging markets, but what could be the impact to the global market?

An emerging market is defined as an economy with low to middle per capita income. Such countries constitute approximately 80% of the global population, and represent about 20% of the world’s economies (Heakal, 2015). These economies are progressing toward becoming advanced. It is on a transitional stage which it is in the process of moving from closed to opened market economy while building accountability in the system.

Over a decade ago, on the years of early market development, as the investors sees investment opportunities in the emerging markets due to the slow growth in developed markets, market players tried to gain the benefit of being a first mover. These market participants would like to harvest first the opportunities for having economic advantages such as low labor costs, the concentration of affluent populations, pent-up buyer demand, lack of marketing sophistication, and low levels of advertising.

While international trade and foreign direct investment have been growing rapidly for the recent decade, this growth is being noticed and it indicates that it has been able to build confidence in local economy. Moreover, foreign investment is a signal that the world has begun to take notice of the emerging market. These continuous foreign translation and receipts of capital creates a global value chain. These chains are being showed by the developed and emerging market relationship. For developed markets investors, emerging markets provides an outlet for expansion by serving as a new place for a new factory or for new sources of revenue. In the Philippines setting, this is being injected to its economy by establishing service centers or outsourcing of tasks in order to create business diversification and lower labor cost. For the recipient country, employment levels rise, labor and managerial skills become more refined, and a sharing and transfer of technology occurs.

As emerging markets rise, it provides opportunities to global investors which provides a market chain effect and efficient flows of capital as it moves from those who has a surplus into those markets or economies that has a deficit, and results to market efficiency.