| name | morning-note |
| description | Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Supports A-share and Hong Kong market morning meetings (适应国内市场 9:30 开盘前的晨会格式). Uses domestic data sources for pre-market moves and overnight developments. Designed for the tight, opinionated, actionable format. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note". Reference china-market-data skill for market data retrieval. |
Morning Note
Workflow
Step 1: Overnight Developments
Scan for relevant events across coverage universe:
Earnings & Guidance
- Any coverage companies reporting overnight or pre-market?
- Earnings surprises (beat/miss on revenue, EPS, key metrics)
- Guidance changes (raised, lowered, maintained)
News & Events
- M&A announcements or rumors
- Management changes
- Product launches or regulatory decisions
- Analyst upgrades/downgrades from competitors
- Macro data or policy changes affecting the sector
Market Context
- Overnight futures / pre-market moves
- Sector ETF performance
- Relevant commodity or currency moves
- Key economic data releases today
Step 2: Morning Note Format
Keep it tight — a morning note should be readable in 2 minutes:
[Date] Morning Note — [Analyst Name]
[Sector Coverage]
Top Call: [Headline — the one thing PMs need to hear]
- 2-3 sentences on the key development and why it matters
- Stock impact: price target, rating reiteration/change
Overnight/Pre-Market Developments
- [Company A]: One-line summary of earnings/news + our take
- [Company B]: One-line summary + our take
- [Sector/Macro]: Relevant sector-wide development
Key Events Today
- [Time]: [Company] earnings call
- [Time]: Economic data release (expectations vs. our view)
- [Time]: Conference or investor day
Trade Ideas (if any)
- [Long/Short] [Company]: 1-2 sentence thesis + catalyst
- Risk: What would make this wrong
Step 3: Quick Takes on Earnings
If a coverage company reported, provide a quick reaction:
| Metric | Consensus | Actual | Beat/Miss |
|---|
| Revenue | | | |
| EPS | | | |
| [Key metric] | | | |
| Guidance | | | |
Our Take: 2-3 sentences — is this good or bad for the stock? Does it change our thesis?
Action: Maintain / Upgrade / Downgrade rating? Adjust price target?
Step 4: Output
- Markdown text for email/Slack distribution
- Word document if formal distribution is needed
- Keep to 1 page max — PMs and traders won't read more
Important Notes
- Be opinionated — morning notes that just summarize news without a view are useless
- Lead with the most important thing — don't bury the headline
- "No news" is a valid morning note — say "nothing material overnight, maintaining positioning"
- Distinguish between actionable events (earnings, M&A) and noise (minor analyst notes, non-events)
- Time-stamp your takes — if you're writing at 6am, note that pre-market may change by open
- If you're wrong, own it in the next morning note — credibility matters more than being right every time
