d-wwei Research Equity
This command uses LSEG quantitative analytics, historical pricing, and macroeconomic data tools. See CONNECTORS.md for available tools.
Generate a comprehensive equity research snapshot combining analyst consensus estimates, historical financials, price performance, and macroeconomic context.
See the equity-research skill for domain knowledge on fundamental analysis and estimate interpretation.
Workflow
1. Gather Input
Ask the user for:
- Ticker symbol (required) — IBES ticker format (e.g., AAPL, MSFT, VOD)
- Forward period of interest (optional, default: next 2 fiscal years)
- Any specific focus areas (e.g., earnings, revenue, dividends)
2. Gather Consensus Estimates
Call qa_ibes_consensus with the ticker for FY1 and FY2 estimates.
- Measures: EPS, Revenue, EBITDA, DPS
- Period type: "A" (annual)
Extract: median/mean estimate, analyst count, high/low range, dispersion.
3. Pull Historical Fundamentals
Call qa_company_fundamentals for the last 3-5 fiscal years.
Extract: revenue growth, margin trends, leverage, earnings trajectory.
4. Assess Price Performance
Call qa_historical_equity_price for 1Y history.
Compute: YTD return, 1Y return, 52-week range, beta.
5. Recent Price Action Detail
Call tscc_historical_pricing_summaries with interval: "P1D", tenor: "3M".
Extract: daily OHLCV, volume trends, recent momentum.
6. Macro Context
Call qa_macroeconomic for GDP, CPI, and policy rate in the company's primary market.
Summarize: economic environment as tailwind or headwind for the sector.
7. Synthesize the Report
Present: consensus estimates table, historical financials summary, valuation metrics (forward P/E = price / consensus EPS), price performance, macro backdrop, and investment thesis summary.
Output Format
Present as a structured research note. Lead with the investment thesis summary (1-2 sentences), then detail supporting sections with tables.