Analysing a company research report - Workshop 2017

This workshop aims to provide the participants with the basic knowledge on the interpretation of a company research report. It covers topics such as analytical methods in finance industry, role of analysts and the content of a company research report. It will also discuss the issues through a real-life company research report.

Key topics covered:

  • Introduction to analytical methods in finance industry
  • Role of analysts
  • Company background and fundamentals
  • Financial statement analysis
  • Market information analysis
  • Forecasting financials and preparing pro-forma financial statements
  • Valuation models for estimating target price
  • Investment Recommendation

Trainer profile:

Dr. M. K. Lai, Principal Consultant, Executive Training and Management Consultancy Company Limited

Since 2000, Dr Lai has been offering professional consulting services and quality training programs to many financial institutions, business firms, professional bodies and academic organisations. He obtained a doctorate in finance at the London Business School. He is a CFA charter holder and a Certified International Investment Analyst (CIIA). He has published a number of professional books and articles.

Learning objectives

  • Understand the role of analysts and company fundamentals
  • Examine financial statements and market information
  • Gain insights on issues through discussions on research report examples


This workshop is suitable for accountants, auditors, finance professionals and anyone who is interested in analysing company research reports.

3 hours