jwangkun

claude-for-financial-services-china

A-share market data, financial statements, industry classification, and fund data via AkShare

End-to-end pitch agent for A-share targets — comps, DCF, LBO, football field, and branded deck

A-share sector research — industry overview, competitive landscape, peer comps, and ideas shortlist

A-share earnings analysis — model update, variance table, and earnings note

DCF, LBO, 3-statement, and comps models for Chinese equities

China investment banking — CIM, teasers, pitch decks, merger models, deal tracking

China private equity — deal sourcing, IC memos, DD checklists, portfolio monitoring

China wealth management — client reviews, financial plans, investment proposals

China fund administration — NAV tie-out, GL recon, accruals, break tracing

China operations — KYC document parsing and rules