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Earnings Season: Difference between revisions
→Step 2: Research
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=== Step 2: Research === | === Step 2: Research === | ||
1.Finish first draft of earnings expectations and present to [[User:PirateCaptain|User:PirateCaptain.]] | 1.<Span style="Color:green">Finish first draft of earnings expectations and present to</Span> [[User:PirateCaptain|User:PirateCaptain.]] | ||
Before coming up with the draft, make sure to familiarize with the financial data. You should also peruse through them to ensure that nothing is missing. The draft should cover the following. | Before coming up with the draft, make sure to familiarize with the financial data. You should also peruse through them to ensure that nothing is missing. The draft should cover the following. | ||
a. Summary of Management Guidance & Most important KPIs and numbers Q2/2022 and Year 2021 | a. <Span style="Color:green">Summary of Management Guidance & Most important KPIs and numbers Q2/2022 and Year 2021 </Span> | ||
i. You can already build up on the earnings expectations for Q2 2022. | i. You can already build up on the earnings expectations for Q2 2022. | ||
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b. Reasons? What did the company say about this guidance? | b. Reasons? What did the company say about this guidance? | ||
b. Analyst Expectation | b.<Span style="Color:green"> Analyst Expectation</Span> | ||
i. Numbers from Yahoo Finance (Analysis) and Zacks | i. Numbers from Yahoo Finance (Analysis) and Zacks | ||
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v. What do they say about the numbers? | v. What do they say about the numbers? | ||
c. Developments in Quarter | c. <Span style="Color:green">Developments in Quarter</Span> | ||
i. Relevant macroeconomic or political news or developments | i. Relevant macroeconomic or political news or developments | ||
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iii. Note the impact of the news in terms of what to include here. | iii. Note the impact of the news in terms of what to include here. | ||
d. Management Guidance or Earnings Report of Competitors | d. <Span style="Color:green">Management Guidance or Earnings Report of Competitors</Span> | ||
i. Which one to report for your company? | i. Which one to report for your company? | ||
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b. Reasons | b. Reasons | ||
e. Conclusion, Summary, and Personal Outlook for Company | e. <Span style="Color:green">Conclusion, Summary, and Personal Outlook for Company</Span> | ||
i. Map out Pros, Cons, and Missing Pieces for the company given with what you have researched so far. (Comment Moritz: Scan for red or green flags before the earnings and within earnings) | i. Map out Pros, Cons, and Missing Pieces for the company given with what you have researched so far. (Comment Moritz: Scan for red or green flags before the earnings and within earnings) | ||