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POLARIS - INDUSTRY MASTERCLASS
EQUITY RESEARCH

New series will be announced

Equity Research: Trial Lesson 1

Introduction:

This course is a collaboration between BestTop and Springboard, which has 10+ years training experience focusing on equity research.

 

It comprises 10 hours of pre-recorded and live training on financial modelling and fundamental industry research. Real-life project will be provided to apply the skillsets and we will use the report as the assessment for internship placement.

Structured Curriculum

Structured and practical learning on financial modelling and equity research

Live Q&A Session

Live Q&A sessions to address individual problems

Highlights

Flexible Schedule

Flexible learning schedule at your own pace

Solve Real Problem

Application of essential technical knowledge to real-life project

Internship Opportunity

Guaranteed 2021 winter internship positions for top performers

Success Stories

of Our Students

Trainee U

Image by Etienne Boulanger

Trainee U is an undergraduate from the University of Hong Kong who has shown excellent performance in the Polaris Equity Research course. As part of the course, he was given an internship opportunity in a Singapore financial company.

 

He went on to complete an internship with another financial institution; while these internship experiences have strengthened his resume, he applied for job positions with two financial buyers companies and got into the final round of interviews.

 

Today, he has received a Full-time Internship offer from a leading international buyer finance company!

Instructor

Ke Yan

  • Head of Research at DZT Research

  • 10 years of experience covering Asia equities

  • Sector analyst covering offshore & marine service, consumer, metal & mining, and healthcare

  • Strategist for holding company discount arbitrage, and equity capital market (ECM) deals

  • Masters of Computer Science under NUS-MIT Alliance

  • Experienced analyst at Putnam Investments and Goldman Sachs

  • 7+ years in Equity Research sector

Learning Objective

Learn the essential accounting knowledge to understand financial statements.

Independently build financial model and calculate key financial ratios.

Conduct valuation on a specific stock and come up with buy/sell decisions.

Present professional stock pitch to pass technical interviews.

Understand the various career options relating to equity research.

Syllabus 

Week 1: 

Build an integrated financial model on a listed company with industry standard.

Lesson 1 – Accounting 101
Acquire essential knowledge about accounting and financial statements.

Lesson 2 – Financial Data Preparation

Efficiently extract raw financial data from annual reports.

Lesson 3 – Historical Data Consolidation

Consolidate historical numbers into standardized financial statements.

Lesson 4 – Build Your First Financial Model

Format a financial model and calculate the key financial ratios.

Assignment 1

Live Q&A

Week 1 & 2 cover financial modelling, and week 3 covers equity research. Training sessions are conducted via online video so that you may learn it at your own pace.

Practical assignments are designed for each week’s training content, and you may practice your technical skills by comparing your work against model work.

 

Live Question & Answer sessions are conducted each week to provide immediate feedback and to address any proble