القائمة
Analyze an earnings report / call - results vs. expectations, guidance, drivers, and management tone - into a concise recap. Use after a company reports or to prep for one.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Build an annual operating budget / plan - revenue, headcount, opex, and cash - from drivers, with monthly phasing. Use for annual planning, departmental budgets, or a board plan.
Value a company by comparable companies / trading multiples (and precedent transactions) - select peers, compute multiples, and apply to the target. Use for relative valuation alongside a DCF.
Assess creditworthiness - leverage, coverage, liquidity, cash flow durability, and debt structure - for a lender/bondholder view. Use when evaluating debt, covenants, or default risk.
Build a discounted cash flow valuation - project free cash flow, discount at WACC, add terminal value, and run sensitivity. Use when estimating intrinsic value. Output is an estimate, not a fact.
Structure an equity research note - thesis, business, financials, valuation, risks, and a rating - with required disclaimers/disclosures. Use when writing a research report or investment thesis.
Structure an integrated 3-statement financial model - drivers, income statement, balance sheet, cash flow, and the links between them - with assumptions and checks. Use when building or reviewing a model.
| name | earnings-analysis |
| description | Analyze an earnings report / call - results vs. expectations, guidance, drivers, and management tone - into a concise recap. Use after a company reports or to prep for one. |
What happened, vs. what was expected, and what it means - sourced and balanced.
citation-guard); consensus sourced; don't fabricate a number to fill a cell.analysis-objectivity); present both sides. Add a disclaimer if you draw a
recommendation.