Modeling & Analysis

Research private companies through six analyst lenses with financial forensics

Check four research biases before starting any stock screen or company deep-dive

Track a research-only finance goal and its evidence with no live trading

Measure VaR, CVaR and drawdown risk with Monte Carlo and stress scenarios

Track thesis, red lines and assumptions for each holding and score its health

Value stocks with DCF, DDM, SOTP and PE-band models and test sensitivities

Backtest strategies and run factor, options and trade journal analysis

Forecast 30, 60 and 90-day cash flow with confidence bands and risk flags

Decompose budget-vs-actual variances into drivers with waterfalls

Evaluate vendor proposals with TCO breakdowns, risks and negotiation points

Build 3-statement, DCF and LBO models with scenarios and debt schedules in Excel

Evaluate capex, build vs buy and lease vs buy with NPV, IRR and payback

Build financial models, unit economics and fundraising plans for scaling startups

Stress-test spending, runway, dilution and unit economics in any money plan

Run ratio analysis, DCF valuation, budget variance and rolling forecasts

Run M&A due diligence, valuation, integration planning and deal structuring

Screen private syndications, preferred equity and private credit deals as an LP

Build R&D program budgets with indirect cost splits, burn rate and capitalization calls

Model compound what-if scenarios that hit several business functions at once

Run sector-relative fundamental analysis on listed stocks in India, the US and globally

Find global supply chain bottlenecks that create investment opportunities

Break a company into a series of 3 to 8 long-form research articles

Answer investing questions the way Duan Yongping would think about them

Identify, verify and hold high-growth core assets with a disciplined framework

Judge whether dividends and buybacks are durable or opportunistic

Narrow an entire market down to three value investing picks in stages

Map an industry value chain and analyze its leading stocks using four master frameworks

Work through a value investing checklist before buying any stock

Analyze stocks through Buffett, Munger, Duan Yongping and Li Lu frameworks

Analyze stocks with a four-role team working in parallel

Assess a company management team in depth before buying its stock

Research unlisted private companies with parallel agents and deep analysis

Screen out weak companies with seven quality metrics before deeper research

Spot when an investment thesis drifts by separating real facts from wording

Track each investment thesis after buying with a disciplined review routine

Turn a business plan into a monthly budget workbook with assumptions and summaries

Forecast sales from history with trend, seasonality, scenarios and confidence bands

Analyze stocks and businesses with a Buffett-style value investing framework

Map an industry value chain, key listed companies, moats and risks for investors

Map an industry chain and its listed companies into a source-backed investment report

Analyze listed companies from public filings and earnings releases in six sections

List and read the latest Daishin Securities research reports in HTML

Compare Korean and US government bond yield curves, spreads and auctions

Search Korean bonds by issuer, ISIN and terms with sourced details

Build comparable-company valuation tables, multiples and implied prices for stocks

Build banker-style DCF valuation workbooks for public equities in Excel

Update public company Excel models from source-to-model maps with a change log

Audit existing equity models and spreadsheets for errors and tie-out problems

Build bull, base and bear scenarios and sensitivities for a public stock model