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NCIG

NCIG. MIR Division - Meeting I 10/01/2014. Agenda. Division Structure and Operations Assignments Reports Presentations Models Teams Market Research Macroeconomics Industry Company. Assignments. Work on the Report first . The P resentation should be derived from the Report.

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NCIG

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  1. NCIG MIR Division - Meeting I 10/01/2014

  2. Agenda • Division Structure and Operations • Assignments • Reports • Presentations • Models • Teams • Market Research • Macroeconomics • Industry • Company

  3. Assignments • Work on the Report first. The Presentation should be derived from the Report. • Whole Report / Presentation Deadline: 11/01/2014 (1 month from today) • Partial Report Deadlines: every week at the beginning of MIR Division Meetings • Structure of MIR Reports and Presentations • Economy • Industry • Company • Creating & Adapting Models • Valuation models • Time-series models • Sensitivity models

  4. Guidelines for next week • Team work • 1 person will be in charge of doing an economic research • 5 people will look at 5 different industries • I recommend picking 2 industries and forming 2 groups of 3 to work on each industry • Economic Research due next week. • Industry Pitches due next week. • Two Teams ready to go due next week.

  5. Economic Research • Economic Scenario • How the economy is doing in general terms? • Main economic events • Overall direction monetary and fiscal policy • GDP and Investment • Quantify the recent and current economic performance • Inflation • Interest rates • Unemployment • Exchange rates • Risk ratings • Government actions • Expectations • Short-run and long-run sentiments • Main economic forecasts Research Flow Resources • Standard & Poor netAdvantage • The Economist Intelligence Unit • FRED – Fed Reserve Econ Data • BEA – Bureau of Econ Analysis • BLS – Bureau of Labor Stats

  6. Industry Research • Industry background • How it got to be what it is today • Numbers • Current Scenario (This is where you link the Economic Research with Industry Research!) • Industry current performance • Main events going on and how it affected the industry • Numbers • Trends • What is pushing the industry Up or Down • Short paragraph should be enough • Operations • Breakdown the industry structure • Explain from Revenue generation to end product destination • Regulations • How the USA regulates the industry • Mention the agencies or government bodies that are responsible for the industry Background Current Scenario Trends Operations Regulations

  7. Getting Industry Specific Info • Ibis World • Standard & PoorsnetAdvatage • Yahoo Finance • Regulating agencies • Factiva

  8. Company Research • Find the main players • Ratio Analysis • Pick the ones that are under/overvalued • Cross Sectional Analysis • Company strategy (10-K) • SWOT Analysis • Trend Analysis • Qualitative • A paragraph long • Quantitative • Regression & Time-series models • Risk Analysis • Qualitative • A paragraph long • Quantitative • Sensitivity models • 10-K • MorningStar • FactSet • Yahoo Finance • Finz

  9. Next week • Quantitative Analysis • Trends • Risks • Revenues • Intro to Valuation • DCF • Discounted Economic Value • Multiples

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