Equity Research — ห้องวิจัยหุ้น

Equity Research vertical ช่วย equity analysts, research teams สร้าง research reports, ติดตามอัปเดต earnings, วิเคราะห์ catalysts, และจัดการ investment thesis

ภาพรวม

เป้าหมาย: Support research workflow — เพิ่มความเร็ว coverage initiation, earnings forecasting, model updates, portfolio monitoring

ผู้ใช้:

• Equity analysts (buyside, sellside)
• Research managers
• Portfolio managers monitoring coverage
• Sector specialists

Workflows ที่สนับสนุน:

• Initiating coverage on new stocks (5-task process → full research report)
• Earnings preview (model expectations vs consensus)
• Earnings analysis (actual results vs model vs guidance)
• Model updates (update 3-statement financials, DCF with new guidance)
• Catalyst identification and calendar
• Thesis tracking (investment thesis, key risks, monitoring)
• Sector overview (peer comparisons, industry trends)
• Morning note creation (daily research summary)
• Idea generation (stock screener output analysis)

Commands (Slash Commands)

คำสั่ง	คำอธิบาย
/initiate	Start initiating coverage — 5 tasks: research, model, thesis, report, publication
/earnings	Analyze actual earnings results vs model forecast vs consensus guidance
/earnings-preview	Preview earnings — model expected results, sensitivity to upside/downside cases
/model-update	Update financial model with new guidance, revised assumptions, new forecast
/catalysts	Build catalyst calendar — upcoming events (earnings, product launch, FDA approval)
/thesis	Document investment thesis: bull case, bear case, risks, monitoring checklist
/morning-note	Create daily research summary — overnight news, market setup, key stories
/sector	Analyze sector — peer comparisons, industry trends, group recommendation
/screen	Analyze stock screener results — which stocks meet valuation/growth criteria

ตัวอย่างการใช้ Commands

Initiate Coverage:

/initiate NVIDIA
1. Research: Gathers business model, competitive positioning
2. Model: Creates 3-statement + DCF (10Y GPU TAM growth)
3. Thesis: Bull case on AI adoption, bear case on competition
4. Report: Writes 20-page initiating report
5. Publish: Readies for distribution (compliance review)

Earnings Preview:

/earnings-preview TSLA 2025Q1
Model expects:
- Revenue: $24.5B (vs consensus $23.8B)
- EPS: $0.82 (vs consensus $0.75)
- Margin: 18.5% (vs historical 15%)
Setup: Positive surprise likely; watch guidance tone

Model Update:

/model-update Apple
Input: New guidance $240-250B revenue (up from $235B model)
Updates: 
- FY25 revenue → midpoint $245B
- FCF grows with higher revenue
- Terminal value increases by 3%
- Price target: $215 (up from $205)

Skills ที่มี

ชื่อ Skill	ทำอะไร	วิธีหลัก
initiating-coverage	5-step process: research company, build model, document thesis, write report, prepare for publication	Structured workflow; gathers business model, competitive analysis, financial model, DCF valuation
earnings-analysis	Compare actual results vs model vs consensus; identify surprises, update outlook	Pulls latest earnings, compares line-by-line, flags significant deviations
earnings-preview	Pre-earnings model: consensus vs “our” forecast, sensitivity to upside/downside case	References financial-analysis 3-statement skill; models EPS sensitivity
thesis-tracker	Document investment thesis: bull/bear cases, key risks, monitoring checklist	Structured template; tracks thesis evolution; flags thesis breaches
model-update	Update existing financial model with new guidance, revised assumptions	Links to financial-analysis 3-statement + DCF; recalculates valuations
catalyst-calendar	Build event calendar: earnings dates, product launches, regulatory milestones, conference attendance	Sources: company calendar, industry events, regulatory schedules
sector-overview	Analyze industry: peer comparisons, margin trends, growth drivers	Comparative analysis across peer group; highlights relative value
idea-generation	Analyze stock screener output: which stocks are most attractive	Qualitative screen interpretation; links to valuation framework
morning-note	Daily summary: overnight news, market setup, key research updates	Aggregates news, internal alerts, market data

Hooks

File: /equity-research/hooks/hooks.json

Hooks ที่มี:

• Post-earnings release: Auto-trigger earnings-analysis skill, flag material surprises
• Weekly: Auto-generate morning-note summary
• Catalyst date approaching: Send reminder to research team

MCP Connectors ที่เกี่ยวข้อง

Connector	ใช้สำหรับ
Earnings Calendar	Earnings dates, release times, consensus estimates
SEC EDGAR	10-K, 10-Q, 8-K filings, MD&A
Market Data	Stock prices, beta, treasury rates (WACC inputs)
Consensus Data	Analyst estimates, price targets
News Feed	Company news, sector news, regulatory updates

ความสัมพันธ์กับ Agent Plugins

Equity Research consumes from Financial Analysis:

• /initiate ใช้ dcf-model, 3-statement-model, comps-analysis
• /model-update ใช้ 3-statement-model
• /earnings-preview ใช้ simplified DCF

Provides to other agents:

• portfolio-monitor-agent — monitor thesis breaches
• sector-analyst-agent — sector overview templates

ตัวอย่างการใช้งาน

Workflow: Initiating Coverage (10 hours)

TASK 1: Research (2 hours)
- Analyst loads /initiate Tesla
- Plugin gathers: business model (EVs, energy, software), 
  competitive set (legacy automakers, EV-native), 
  market position (EV leader but growing competition)

TASK 2: Model (3 hours)
- Plugin builds 10-year model:
  Base case: EV unit growth 12% CAGR, Margin expansion to 20% by Y10
  Bear case: Competition pressure, margin caps at 15%
  Bull case: FSD monetization, energy upside, margin 25%
- WACC: 8.5% (cost of equity 10% given beta 1.8)
- DCF valuation: $280 (bear), $410 (base), $580 (bull)

TASK 3: Thesis (1 hour)
BULL CASE (30% weight):
- EV adoption accelerating (inflection 2026-2027)
- FSD monetization adds $100B+ TAM (autonomous mobility)
- Energy business (grid-scale storage) growing 40% CAGR
Key metrics to monitor: EV margin %, FSD adoption rate

BEAR CASE (20% weight):
- Legacy OEMs catch up, EV margins compress to 5%
- FSD never achieves full autonomy, monetization fails
- Energy remains <5% of revenue
Key metrics to monitor: Competitive EV pricing, legal/regulatory FSD risks

NEUTRAL CASE (50% weight):
- Steady EV growth, steady margin, modest FSD gains
- Price target: $410 (base case)

TASK 4: Report (3 hours)
- Plugin writes 20-page report:
  * Investment Thesis (1 page)
  * Company Overview (2 pages)
  * Industry Analysis (2 pages)
  * Competitive Positioning (2 pages)
  * Financial Model (3 pages)
  * DCF Valuation (2 pages)
  * Risks (2 pages)
  * Rating & Price Target (1 page)

TASK 5: Publish
- Report ready for compliance review + distribution

Workflow: Earnings Update (2 hours)

ACTUAL RESULTS (Tuesday 4 PM):
Revenue: $27.3B (consensus $26.8B, model $27.0B)
EPS: $1.15 (consensus $0.98, model $1.10)
Guidance: FY26 revenue $320-330B (our model $325B — ON TARGET)
EBITDA margin: 24% (above our 22% assumption)

Plugin loads /earnings
1. Compares line-by-line vs model:
   ✓ Revenue beat: +0.3% vs model, +1.9% vs consensus
   ✓ EPS beat: +0.05 vs model, +17.3% vs consensus (margin upside)
   ✓ Guidance in line with our 2026 forecast

2. Identifies drivers:
   - Pricing power better than expected (+200 bps margin)
   - Operating leverage from scale (R&D deleverage)
   - Guidance confident (no downside scenario)

3. Updates thesis:
   - Bull case probability up from 30% → 35%
   - Model margin assumption up 1-2 bps
   - Price target: $410 → $425 (modest increase)

4. Actions:
   - Update model with new guidance
   - Alert portfolio managers (if overweight)
   - Schedule management call

Workflow: Morning Note (30 min)

OVERNIGHT:
- Fed Chair spoke (Treasury yields up 10 bps)
- Amazon announced new GPU AI chips (NVIDIA loses TAM)
- Tech sector down 1.5% in pre-market

Plugin loads /morning-note
1. Gathers overnight news across coverage universe
2. Highlights NVIDIA impact: competitive AI threat
3. Updates Tesla catalyst calendar: Model Y refresh pushed to 2026 Q3
4. Output: 1-page note with:
   - Market setup (yields, sector momentum)
   - Key stories (Fed policy, competitive AI, EV catalysts)
   - Stock impact (NVIDIA -3%, TSLA -1%)
   - Research outlook (no changes to calls)

Files

Path	ทำอะไร
commands/initiate.md	/initiate coverage workflow
commands/earnings.md	/earnings analysis workflow
commands/earnings-preview.md	/earnings-preview workflow
commands/model-update.md	/model-update workflow
commands/catalysts.md	/catalysts calendar workflow
commands/thesis.md	/thesis documentation workflow
commands/morning-note.md	/morning-note workflow
commands/sector.md	/sector analysis workflow
commands/screen.md	/screen analysis workflow
skills/initiating-coverage/SKILL.md	5-step initiation
skills/earnings-analysis/SKILL.md	Earnings comparison
skills/earnings-preview/SKILL.md	Earnings modeling
skills/model-update/SKILL.md	Model refresh
skills/thesis-tracker/SKILL.md	Thesis management
skills/catalyst-calendar/SKILL.md	Event tracking
skills/sector-overview/SKILL.md	Peer comparison
skills/idea-generation/SKILL.md	Screen analysis
skills/morning-note/SKILL.md	Daily summary
.claude-plugin/plugin.json	Plugin metadata

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Research Vertical = Report factory: Coverage initiation, earnings tracking, model updates, thesis monitoring