Research Portfolio · Class of 2027
I study markets with data and text, turning messy questions into testable conclusions.
Two cases, two depths: one for equity research and financial decomposition, one for data modeling.
2026 Business Elite Challenge · National First Prize · Team Lead
A 50+ page company report: segment economics, DuPont decomposition and 2025–2027 three-statement forecasts; 78% of profit traced to government subsidies, restoring the quality of the core business.
Financial Data Mining course project · Solo
452 A-shares, 2005–2026 daily data, 30+ features; K-Means into 5 clusters plus Lasso down to 8 key factors, labeled by the next 60-day maximum drawdown.
Only the work that shows how I think; the full list is in my CV.
Built a financial sentiment index and linked it to asset-pricing models; co-author, FRL (CAS Tier 1), under revision after final review.
Team lead: report framework, DuPont decomposition and three-statement forecasts; national first prize.
Joined 5 client visits and prepared 30+ credit and post-loan documents; familiar with the corporate banking workflow.
Worked with Shantou SASAC; estimated developable floor area at roughly 50× the current footprint; led business modeling and the final report.
Tools I have used, shipped with, and can hand over.
Python (pandas / numpy / statsmodels / scikit-learn)
Stata · SPSS
Wind · Choice
Equity research · financial analysis · three-statement forecasting
Text quantification · causal inference basics
Nvivo qualitative coding
Report writing · presentations
Excel · PowerPoint · Photoshop
CET-6 · banking qualification
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