Analysing a company research report - Workshop 2018

This workshop aims to provide the participants with the basic knowledge in understanding 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 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 is the Principal Consultant of Executive Training and Management Consultancy Company Limited. Since 2000, he has been offering professional consulting services and quality training programs to many financial institutions, business firms, professional bodies and academic organizations. He obtained a doctorate in finance at the London Business School. He is a CFA charterholder 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