1. information collection, which is the work that securities analysts must complete before making specific analysis. Analysts should not only collect all public information about listed companies, but also obtain first-hand information of listed companies through government leaders, industry organizations, listed companies or other informal departments. Only by fully possessing information can we make accurate and valuable analysis.
2. Communication, analysts must establish a stable and long-term relationship with the listed companies they study. On the one hand, communication can be achieved through the annual general meeting of shareholders and direct visits to listed companies. On the other hand, analysts regularly organize analyst meetings including personnel of listed companies. Because listed companies generally pay more attention to their image in the secondary market, they are usually happy to attend such meetings.
Securities analysts refer to professionals who have obtained securities investment consulting qualifications according to law and are employed by securities operating institutions. He mainly studies and analyzes various factors related to the securities market, including the securities market, securities value and changing trends, and issues investment value reports to investors, and provides the above reports, analyses, predictions or suggestions to investors in written or oral form.
Because people's understanding of the fluctuation mechanism of the securities market still stays on the empirical model, as a qualified securities analyst, they should not only be familiar with the basic knowledge of traditional securities theory, but also understand the latest research progress of securities investment theories and methods, such as behavioral finance and evolutionary securities.