2017
Business Type : Consulting
Last Position : Assistant Director
Period :
January 2017 to
January 2020
Job Description :
Take care of and provide information to support customers' investment decisions. Approximate contents 1. Basic information 1.1 Summary of listed companies on the stock exchange or stocks that customers are interested in. Business characteristics, business model, sources of income, what they do, basic information of the business, shareholders, directors, as well as the proportion and number of shares and registered capital. 1.2 Financial information Various financial figures (cash, debt, shareholders' equity), various financial ratios (liquidity ratio, debt-to-equity ratio of shareholders, gross profit margin, profit margin, etc.) 1.3 Information and future investment plans, Annual report form (56-1), Annual General Meeting of Shareholders report 2. Statistical information 2.1 Analysis of current candlestick patterns (price bars) to compare with statistics to see trends in catching the timing of buying and selling, making profits, and planning trading. 3. Money management planning 3.1 Manage investment funds of the Portfolio, allocating all capital and individual stocks.