agentsclimarketplace

Valuation investment strategy

Skill spikeHongg/china-stock-research-skills/skills/valuation-investment-strategy

Open-source agent skills for China stock and A-share research: Chinese-first outputs, citation-first analysis, and orchestrated workflows.

Install
npx -y skills add spikeHongg/china-stock-research-skills --skill valuation-investment-strategy

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

One thing to look at

  • 10 stars10 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.

What its author says it does

Copied from the file, not written here

Convert a source-backed A-share research view into valuation scenarios and an investment plan. Use this skill after strategy, business, financial, industry, and risk work is complete. Choose methods that fit the business model and explain assumptions with accessible source links.

SKILL.md

2.7 KB, as published. Nobody here has run it

Valuation Investment Strategy

Build scenario-based valuation only after the factual base is complete.

Non-Negotiable Rules

  • Do not invent inputs when public evidence is missing.
  • Tie every key assumption to a public source or a clearly labeled analytical assumption.
  • Use scenario analysis instead of false precision.
  • Keep facts separate from judgment and trading plan.
  • Default every intermediate and final output to Simplified Chinese unless the user explicitly requests another language.

Read First

  • skills/shared/references/citation-standard.md
  • skills/shared/references/research-output-template.md
  • skills/shared/references/analysis-pattern-selector.md
  • skills/shared/references/language-output-standard.md
  • skills/shared/templates/valuation-scenario-table.md
  • skills/valuation-investment-strategy/references/method-selection.md
  • If the company is in a business-model transition or asset-heavy ramp, also load the matching shared overlay.
  • If the company is an IDC or AI-compute transition case, skills/shared/references/idc-heavy-asset-transition-overlay.md and skills/valuation-investment-strategy/references/idc-valuation-overlays.md are optional example overlays.

When to Use

  • A full company view already exists and now needs a valuation frame.
  • The company is in transition and simple PE is not enough.
  • The report needs bear, base, and bull cases with explicit assumptions.

Workflow

  1. Pull outputs from the previous five skills.
  2. Select the right method: peer multiple, SOTP, EV/EBITDA, PB, DCF, or asset-based.
  3. Define a scenario table with revenue, margin, capex, utilization, and balance-sheet assumptions.
  4. Link every assumption to the supporting source or mark it as an analytical estimate.
  5. Produce a value range, thesis checkpoints, and invalidation triggers.

Required Output

  • 事实: valuation-relevant facts, peer set, asset base, financing constraints
  • 解读: which method is most suitable and why
  • 待验证问题: missing occupancy, margin, capex, or disposal assumptions
  • Scenario Table: bear, base, bull with linked assumptions
  • Investment Plan: build condition, stop condition, and thesis-confirmation milestones

Boundaries

  • Do not rebuild the raw company fact base from scratch.
  • Do not present unsupported precision such as exact fair value without ranges.
  • Do not ignore risk and balance-sheet constraints.

Keep looking

Skills are one crate of 328,083. Ordering is by how many stacks a row turns up in, so the top of any crate is what has actually been picked rather than what has the most stars.