During the 2023–2024 period, the company implemented a series of in-depth internal training programs aimed at enhancing core competencies for the research and investment teams. These sessions not only provided specialized knowledge but also contributed to building a strong foundation in logical thinking, critical analysis, and valuation to support sound investment decisions.
1. Research & Data Analysis
1. Research & Data Analysis
Session Title: Research Mindset and Data Analysis in Investment
Key Content:
- Methods for collecting and processing financial, industry, and macroeconomic data
- Techniques for qualitative and quantitative analysis
- Assessing the reliability of information sources and secondary data
- Basic applications of Excel, Power BI, and Python in data processing
Significance:
This session equips participants with a foundation in logical analytical thinking and practical data-handling skills—core elements for making accurate investment judgments. It helps the team develop the ability to verify information, interpret market trends, and identify investment opportunities through data.
2. Modelling & Valuation
Session Title: Building Financial Models and Valuing Businesses
Key Content:
- Structure and development of financial models (3-statement model)
- Common valuation methods: DCF, P/E, EV/EBITDA, SoTP
- Techniques for testing the rationality of models and assumptions
- Real-world case study on business valuation
Significance:
This session enhances participants’ ability to perform valuations and simulate various financial scenarios in investment. Mastering valuation models not only enables analysts to make well-grounded decisions, but also helps them communicate investment theses persuasively and with solid reasoning.
The advanced training programs not only strengthened technical capabilities but also fostered a proactive and continuous learning culture within the organization. Investing in internal knowledge is the foundation for sustainable growth in the investment field—where constant learning and deepening of expertise are essential.
The year 2023–2024 marked a significant transformation in the company’s human capital development strategy. Through well-structured internal training programs, the investment team has been equipped with sharp analytical thinking, advanced modeling skills, and a continuous learning mindset—crucial qualities for staying resilient amid market fluctuations.