我的外資分析師生涯體驗與高雄的新學習機會

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我的外資分析師生涯體驗與高雄的新學習機會 國立中山大學管理學院

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<ul><li><p>Markis Capital Limited (MCL) </p></li><li><p>2 </p><p> - (Markis Capital Ltd) </p><p> (DnB NOR) </p><p> (CLSA Capital Partners) </p><p> (Merrill Lynch) </p><p> Sectorbase.com </p><p> (/) </p></li><li><p> skill set </p></li><li><p>? </p><p>4 </p></li><li><p>Research Assistant </p><p>Research Associate </p><p>Research Analyst </p><p>Star Analyst </p><p>5 </p></li><li><p>6 </p></li><li><p>7 </p></li><li><p> = = = (Reg AC, Reg FD, etc.) </p><p>8 </p></li><li><p> () </p><p>/ </p><p> () </p><p> / </p><p> / </p></li><li><p>10 </p><p>10 </p><p>Source: Bloomberg </p></li><li><p> / </p><p> Invesco Fidelity APS Blackrock Citadel JP Morgan GIC UBS and others </p><p> Economic Daily Commercial Times Asian Wall Street Journal Financial Times South China Morning Post Taipei Times Liberty Times China Post Dow Jones Newswires CNBC Bloomberg News Bloomberg TV Reuters ChannelNewsAsia Today </p><p> JP Morgan UBS Morgan Stanley BAS-Merrill Lynch Goldman Sachs CLSA Barclays Credit Suisse Deutsche Bank </p><p>11 </p></li><li><p> Marketing Trip </p><p>12 </p></li><li><p> Understand key drivers Keep it simple The more variables, the more </p><p>possibility of errors </p><p> Understand the language of investors, corporate finance, and operations </p><p> Cyclical growth Product-driven, capacity-driven </p><p> Selling the story Actionable ideas </p><p> 13 </p></li><li><p>/ - </p><p> - () </p><p> - </p><p> - Paul Dewberry Hunsoo Kim </p><p>14 </p></li><li><p>Sectorbase.com </p><p> San Francisco Internet Start-Up Market Research Software/Internet </p><p> What did I learn? SWOT Analysis, Total available market (TAM) </p><p>analysis, market report writing, reading annual reports </p><p>15 </p></li><li><p> San Francisco Covered PC, EMS, Daily Notes, etc. </p><p> PC Unit Shipment Forecast model </p><p> Taipei Covered Components Yageo Unimicron, Tripod, etc. Involved in Nanya PCB pre-IPO work. Eternal Chemical </p><p> What did I learn? </p><p> TEJ, Bloomberg, Data gathering, reading company reports, annual reports, presenting to sales team, answering questions </p><p>16 </p></li><li><p> Taipei RA for Dickson Ho (Head of Research) </p><p> TSMC, UMC Foundries DRAM price data, supply model Daily Technology note Taiwan Strategy Employee Bonus Shares China Plays (Autos, Cement, Transportation, Rubber, </p><p>Retail/Consumer, etc.) </p><p> What did I learn? </p><p> Data gathering, team management, self-initiative, Taiwan GAAP accounting on bonus shares, importance of consistency in research quality, importance of developing good relationships to get company access. </p><p> Our clients are investors, not media. </p><p>17 </p></li><li><p> Taipei Taiwan non-tech </p><p> Taiwan non-tech Far Eastern Group conglomerate report </p><p> Taiwan Strategy Politics / polling data </p><p> Hong Kong/Singapore Asian Shipping Regional shipping stocks </p><p> What did I learn? Research as a sales function broker votes, internal and </p><p>external relationships, corporate access and events Industry contacts, importance of visibility and competition </p><p>for attention. Self promotion is necessary to get attention, both internally </p><p>and externally. </p><p>18 </p></li><li><p>19 </p><p> - </p><p>2005125 </p><p>NT$33.50 </p><p>NT$27.30 </p><p>0 </p><p>10 </p><p>20 </p><p>30 </p><p>40 </p><p>50 </p><p>60 </p></li><li><p>20 </p></li><li><p> (CLSA Capital Partners) </p><p> Singapore / Hong Kong Asian Shipping Regional shipping stocks </p><p> Shipping, offshore maritime services, niche markets </p><p> What did I learn? Private equity needs and demands are different. </p><p>Business planning, operations, negotiations, board meeting preparations, investment committee demands. </p><p> Industry presentations, conferences. </p><p> The importance of due diligence. </p><p>21 </p></li><li><p> (DnB NOR) Singapore Served as Deputy </p><p>Head of Research, Asia Covered Asian Shipping Stocks Member of management </p><p>committee Introduced products such as the </p><p>Experts@Lunch series of investor meetings and the Asia Energy, Offshore, and Maritime (EOM) Index. </p><p> What did I learn? Media attention is needed for </p><p>underserved markets Innovation needs teamwork and </p><p>strong commitment </p><p>22 </p></li><li><p>23 </p></li><li><p>24 </p><p> / </p></li><li><p>25 </p><p> / </p></li><li><p>, </p><p>26 ! </p></li><li><p>27 </p><p> - </p><p>, </p><p>, </p></li><li><p>29 </p></li><li><p>30 </p><p> - </p></li><li><p>31 </p></li><li><p>32 </p></li><li><p>/ </p><p>IR </p><p>/ </p><p>/ </p><p>/ </p><p>/ </p><p>33 </p></li><li><p> - </p><p>34 </p><p>MCL 103 </p><p>MCL 85 </p><p>MCL 105 </p><p>MCL 836 </p><p>: : http://markis.asia/terms/ </p><p>MCL 202 </p><p>MCL 232 </p></li><li><p> / </p><p> MCL </p><p>35 </p></li><li><p> : </p><p> : </p><p> : 36 </p></li><li><p> (English &amp; Chinese) </p><p>37 </p></li><li><p> MS-Office(WordPowerPoint</p><p>Excel) </p><p> 38 </p></li><li><p> (~ 8) </p><p>39 </p></li><li><p> Dropbox, Evernote, HelloFax, Google, WordPress </p><p> MS Office Excel, PowerPoint, Word, Outlook (Bloomberg) IP </p><p> Twitter SlideShare LinkedIn </p><p>Google+ YouTube </p><p>40 </p></li><li><p>41 </p><p>Data Collection </p><p>Tracking News - website, background, product lines, media clips </p><p>Data Analysis </p><p>Company data, financials, previous materials </p><p>Financial ratios, comps Meeting requests </p><p>Meeting the company </p><p>Questionnaire design, Q&amp;A, interview techniques </p><p>IR events, sponsorships </p><p>Investor Guide </p><p>financials, shareholder info, background, report writing </p><p>Formulating investment thesis, messaging plan </p><p>Presentation Materials/Web Site </p><p>Power Point for IR event, website content update </p><p>Social media tools </p><p>Working with Investors </p><p>Investor contact/invites Investor questions, data and information needs </p><p>Index research </p><p>Working with Companies </p><p>Presentation training Likely questions Regulatory dos and donts </p><p>IR event </p><p>chaperone corporate, Q&amp;A notes, post-event survey </p><p>Investor feedback Pre &amp; post-event analysis </p><p>Debriefing and Completion </p><p>review, performance review, permanent job offer opportunity </p><p>IR </p></li><li><p> NT$10,000 </p><p>42 </p></li><li><p> 35 </p><p>20121015 </p><p> hr@markisasia.com </p><p> - 2012 10 </p><p>43 </p></li><li><p>2012 http://internship.markisasia.com/ </p><p> (Teddy H. Tsai) (Director &amp; CEO) 801 2092 : +886-7-241-2329 123 : 0910723698 : teddy.tsai@markisasia.com : http://www.markis.tw </p></li></ul>