During the 2023–2024 period, the company implemented a series of in-depth internal training programs aimed at enhancing the core competencies of its research and investment teams. These sessions not only provided specialized knowledge but also helped build a solid foundation in logical thinking, critical analysis and valuation, supporting sound investment decisions.
1. Research & Data Analysis
Session topic:
Research mindset and data analysis in investing
Key content:
- Methods for collecting and processing financial, industry and macroeconomic data
- Qualitative and quantitative analysis techniques
- Assessing the reliability of information sources and secondary data
- Basic applications of Excel, Power BI and Python in data processing
Significance:
The session equipped participants with a foundation in logical, analytical thinking and practical data-processing skills – core elements for forming accurate investment judgements. Through it, the team strengthened its ability to verify information, identify market trends and recognize investment opportunities through data.
2. Modelling & Valuation
Session topic:
Building financial models and valuing companies
Key content:
- Structure and construction of financial models (three-statement model)
- Common valuation methods: DCF, P/E, EV/EBITDA, SoTP
- Techniques for testing the soundness of models and assumptions
- Real-world company valuation case studies
Significance:
The session strengthened participants’ ability to value companies and simulate financial scenarios in investing. Mastering valuation models not only enables analysts to make well-founded decisions but also helps them present investment theses in a rigorous and persuasive manner.
In-depth training programs not only reinforce technical capabilities but also foster a proactive and continuous learning culture within the organization. Investing in internal knowledge is the foundation for sustainable development in the investment field – where continuous learning and deepening expertise are essential.
The 2023–2024 period marked an important step in the company’s human resources development strategy. Through structured internal training programs, the investment team has been equipped with sharp analytical thinking, advanced modelling skills and a commitment to continuous learning – key qualities for remaining steadfast amid market volatility.