'equity' 검색 결과

Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

TRIGGER THIS when building DEI strategy, creating diversity goals, designing inclusive programs, building equity analyses, developing training, addressing inclusion issues, or tracking DEI metrics. Develops comprehensive diversity, equity, and inclusion strategies aligned to business goals with measurable outcomes, training programs, metrics frameworks, and accountability systems.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

TRIGGER THIS when researching market salaries, building compensation strategies, creating salary bands, analyzing pay equity, conducting salary reviews, preparing compensation proposals, or ensuring competitive compensation. Analyzes market data, builds equity-focused salary structures, identifies pay gaps, and creates data-driven compensation recommendations.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

The Auto 档 scenario — a soft-plan orchestrator for a complete fundamental equity research thesis: understand → financials → valuation → synthesize. The body is a soft plan (stages), not a rigid DAG; correctness is enforced by each referenced skill's own requires: preconditions, never by this plan's rigidity (Q2).

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

投行并购 (投行并购 / 交易撮合 (Investment Banking M&A / Dealmaking) — 面向并购顾问、企业融资、卖方/买方交易执行的职业认知操作系统，从业者(分析师 Analyst / 经理 Associate / 副总裁 VP / 董事 Director / 董事总经理 MD / 内部公司发展 Corp Dev / PE 投资人)、想入行者、以及服务这行(法律/会计/估值/咨询)的视角。覆盖: (a) 第一性张力 — 投行 M&A 的核心世界观分歧: **价格 vs 价值 (price 是市场愿意付的, value 是内在的, deal 在两者缝隙里成交) ⇄ 确定性 vs 最高价 (certainty of close 对卖方常胜过纸面最高报价) ⇄ 顾问/中介 vs 委托代理 (banker 是 agent, 客户利益 vs 成交费的激励冲突真实存在, 「banker 总想成交」是行业原罪批判)**; 更深层 — 「过程/竞价纪律 (controlled auction 制造竞争张力、信息不对称管理) ⇄ 关系/信任 (relationship banking、长期 coverage、reputational capital)」, 「叙事/包装 (the story, equity story, positioning) ⇄ 数字/尽调 (the numbers, diligence, quality of earnings)」, 「估值的科学外衣 (DCF/comps 的伪精确) ⇄ 谈判的真实定价 (价格由 leverage、竞争、时机决定)」; (b) 估值与分析正典 (最标准化、最易蒸出高质量+CLI 化) — DCF (折现现金流: FCF 预测/WACC 折现率/terminal value 终值/Gordon growth vs exit multiple), Comparable Companies (可比公司/trading comps: EV/EBITDA, EV/Revenue, P/E), Precedent Transactions (先例交易/deal comps: control premium 控制权溢价), LBO (杠杆收购模型: IRR/MOIC/debt schedule/sources & uses), Accretion/Dilution (增厚/摊薄分析: EPS 影响、pro forma), Sum-of-the-Parts (分部估值/SOTP), Football Field (估值区间图), Merger Model (合并模型: synergies 协同/purchase accounting/goodwill), Sensitivity/scenario; (c) 交易流程与产出物 — 卖方流程 (sell-side: teaser 简介 → NDA → CIM/IM 信息备忘录 → management presentation → IOI 意向函 → data room 数据室 → LOI/term sheet → confirmatory diligence → SPA 买卖协议 → signing → closing), 买方流程 (buy-side: thesis/sourcing → outreach → valuation → bid → exclusivity → diligence → financing → close), auction 类型 (broad/targeted/negotiated/preemptive bid); 产出物: pitchbook 推介材料、CIM、fairness opinion 公平意见、board presentation、fee letter、engagement letter; (d) 交易结构与条款 — consideration (cash/stock/mix/earnout 对赌)、deal protections (breakup fee 分手费/go-shop/no-shop/MAC 重大不利变化条款)、representations & warranties 陈述与保证、escrow 托管、working capital adjustment 营运资金调整、reverse termination fee、collar 价格区间、tender offer vs merger、hostile vs friendly、defensive tactics (poison pill 毒丸/white knight 白衣骑士/staggered board); (e) 行业结构与角色 — bulge bracket (高盛/摩根士丹利/JPM/BofA/花旗) vs elite boutique (Centerview/Evercore/Moelis/Lazard/PJT/Perella) vs middle market (Houlihan Lokey/William Blair/Harris Williams) vs regional/independent; analyst→associate→VP→director→MD 晋升金字塔; coverage (行业组) vs product (M&A/ECM/DCM/leveraged finance/restructuring); sponsors group (服务 PE); 买方包括 PE/strategic acquirer/corp dev; (f) 量化指标与节奏 — deal fee (success fee 业内通常约 1-2% 视规模递减/retainer/Lehman formula)、league table 排行榜、pitch→mandate 转化、deal velocity、hours culture (analyst 80-100h/week 文化批判)、bonus/comp 结构、deal sheet (简历上的成交清单); (g) 争议/批判 — fairness opinion 是否橡皮图章 (利益冲突: 出意见的 banker 也收成交费)、estimate 的伪精确 (DCF garbage in garbage out、假设驱动结论)、banker 永远建议成交 (deal 偏见、empire building 助推 CEO 自利并购)、协同效应系统性高估 (大量并购毁灭价值、winner's curse 赢家诅咒)、analyst 血汗工厂文化 (2021 高盛 13 人 deck 事件、过劳死争议)、advisory 价值 vs 中介寻租之争、bulge vs boutique 的利益独立性叙事 (boutique 标榜「无承销利益冲突」)、SPAC 泡沫与 de-SPAC 教训; (h) 流派/思想谱系 — 估值学派 (Aswath Damodaran 估值教父/纽大、Tim Koller McKinsey《Valuation》、McKinsey valuation 体系) vs 公司金融教科书派 (Rosenbaum & Pearl《Investment Banking》行业圣经、Brealey Myers Allen、CFI/WSP/BIWS 培训体系) vs 交易实战派 (Bruce Wasserstein《Big Deal》、Joseph Perella/Felix Rohatyn 老派 dealmaker、现代 boutique 创始人) vs 行为/批判派 (并购毁灭价值的学术证据、Damodaran 对协同/控制权溢价的批判、Matt Levine《Money Stuff》解构华尔街逻辑) vs PE/buy-side 视角 (LBO 数学、value creation 杠杆/运营/multiple expansion)。不含: 二级市场股票交易/卖方研究 (equity research)、零售财富管理/private banking、纯 ECM/IPO 承销执行 (虽相关但聚焦 M&A advisory)、纯 PE 投后运营、量化交易/对冲基金策略、纯公司财务报表会计。) Master OS — automated mastery of 投行并购 / 交易撮合 (Investment Banking M&A / Dealmaking) — 面向并购顾问、企业融资、卖方/买方交易执行的职业认知操作系统，从业者(分析师 Analyst / 经理 Associate / 副总裁 VP / 董事 Director / 董事总经理 MD / 内部公司发展 Corp Dev / PE 投资人)、想入行者、以及服务这行(法律/会计/估值/咨询)的视角。覆盖: (a) 第一性张力 — 投行 M&A 的核心世界观分歧: **价格 vs 价值 (price 是市场愿意付的, value 是内在的, deal 在两者缝隙里成交) ⇄ 确定性 vs 最高价 (certainty of close 对卖方常胜过纸面最高报价) ⇄ 顾问/中介 vs 委托代理 (banker 是 agent, 客户利益 vs 成交费的激励冲突真实存在, 「banker 总想成交」是行业原罪批判)**; 更深层 — 「过程/竞价纪律 (controlled auction 制造竞争张力、信息不对称管理) ⇄ 关系/信任 (rela

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

割安株スクリーニング。EquityQuery で銘柄リスト不要のスクリーニング。PER/PBR/配当利回り/ROE等で日本株・米国株・ASEAN株・香港株・韓国株・台湾株等60地域から割安銘柄を検索する。

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Routes between five assessment pathways — formative, rubric/criteria, authentic/performance, peer/self, and diagnostic — with validity and equity checks. Use when a teacher needs help choosing how to assess.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Design compensation framework - salary bands, equity philosophy, offer templates, and total comp benchmarking. Use when asked to "design our comp bands", "how much equity should we give", "is our comp competitive", or "write an offer template".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Calculates dilutive impact of equity issuance on existing shareholders with EPS, ownership, and NAV per share analysis. Use when modeling dilution, communicating shareholder impact, or comparing capital raise alternatives.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Builds probability-weighted valuation models with multiple exit scenarios, timing assumptions, and risk-adjusted returns. Use when building growth equity valuations, modeling scenario-weighted outcomes, or analyzing risk-adjusted returns.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Structures ATM offering programs with sales agent selection, volume limitations, and disclosure requirements. Use when establishing ATM programs, managing ongoing equity issuance, or optimizing capital raising timing.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Structures S-1/F-1 prospectus content with business description, risk factors, MD&A, and financial presentation requirements. Use when preparing IPO prospectuses, drafting SEC filings, or structuring offering documents.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

이사회와 인수합병 검토를 위한 투자은행 형식의 발표 자료를 만듭니다. 유사 기업, 과거 거래, 기업 가치와 전략안을 출처 및 가정과 함께 정리합니다.

• 이사회에 제시할 전략 비교 자료를 만듭니다
• 유사 기업과 과거 인수합병을 비교합니다
• 가치 평가 범위와 민감도 분석을 설명합니다

주식, 지수, ETF의 가격과 변동, 짧은 가격 이력을 가져와 지정 종목이나 시장 상황을 빠르게 확인합니다. 가격을 조회할 수 없는 종목은 원인을 구분해 다룹니다.

• 특정 종목의 가격과 변동 확인
• 여러 종목 코드의 가격 비교
• 주요 종목으로 시장 개황 확인

Run demanding neural-trader backtests, parameter comparisons, and model training in an Anthropic Managed Agent cloud container. Estimate costs, test inputs on a small run, collect performance metrics and CSV files, and verify signed results before storage.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Testing trading strategies over several years
• Comparing many parameter combinations
• Training LSTM or Transformer models in the cloud

Find potential companies for private equity investment, check past correspondence and internal discussions for existing relationships, and draft personalized introductory emails to founders. Produce a researched shortlist and concise outreach drafts for review.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding investment targets by industry, size, and location
• Checking prior contact before approaching a company
• Drafting personalized introductory emails to founders

Turn company documents, public filings, and other sources into structured Excel workbooks for investment review. Organize financial statements and operating metrics, document sources and adjustments, and check that calculations and statements reconcile.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing financial data for M&A due diligence
• Building materials for investment committee review
• Standardizing reporting across portfolio companies

Estimate private equity deal returns across purchase prices, borrowing levels, growth assumptions, exit prices, and holding periods. Produce Excel sensitivity tables showing annualized returns and investment multiples, plus scenario comparisons and a one-page investment committee summary.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Estimate returns for a potential acquisition
• Compare purchase and exit valuation assumptions
• Stress-test growth and borrowing assumptions

Complete Excel templates for leveraged buyouts, acquisitions financed partly with debt. Add linked formulas for funding, operations, debt repayment, and investment returns, then check calculations and formatting while reviewing each major section with the user.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Completing an existing Excel buyout model template
• Checking funding totals and debt repayment priorities
• Calculating investment returns for committee materials

Create quarterly earnings reports for companies already being followed. Compare results with market expectations, explain differences, revise forecasts, and assess the investment case in a Word document with charts, summary tables, and linked sources.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Writing a report after a quarterly earnings release
• Explaining results above or below market expectations
• Revising forecasts after new company guidance

Assess stock, index, or currency options by comparing expected price variability implied by option prices with actual historical variability. Summarize pricing, risk sensitivities, and patterns across expiry dates and exercise prices to inform strategy choices.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Comparing implied and historical volatility
• Examining volatility across expiries and exercise prices
• Reviewing option prices and risk sensitivities

Draft investment committee memos for private equity deals, investments in privately held companies. Combine due diligence findings, financial analysis, deal terms, return scenarios, and risks into a structured document with a clear recommendation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing approval materials for an investment committee
• Combining due diligence findings into a deal memo
• Comparing base, upside, and downside return scenarios

Prepare for one company's upcoming earnings announcement with a compact HTML report. It combines the latest earnings call, competitor comparisons, valuation measures, and recent news, with links to supporting sources and calculation details.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a company earnings preview
• Comparing valuation with listed competitors
• Reviewing management guidance and key risks

Turn stock, industry, strategy, or backtest research into structured Markdown reports. Present conclusions, supporting data, ratings, risks, and recommendations using consistent tables and terminology, with PDF delivery supported through the specified rendering tool.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Write a detailed stock research report
• Organize an industry or market outlook
• Report results from tests on historical trading data