longbridge-coverage-initiation

Original：🇺🇸 English
Translated

Initiating-coverage report framework — five-step workflow to generate an institutional-grade coverage initiation report: ① company overview ② industry positioning ③ financial modelling ④ valuation analysis ⑤ investment conclusion. Covers business description, competitive advantages, financial health, valuation multiples, price target, and risk factors. Triggers: "首次覆盖", "初始覆盖", "覆盖报告", "研报框架", "投资报告", "建立覆盖", "首次評級", "初始覆蓋", "覆蓋報告", "建立覆蓋", "initiate coverage", "coverage initiation", "first coverage", "equity research report", "investment report", "initiating coverage", "research initiation", "NVDA initiate coverage".

2installs
Sourcelongbridge/skills
Added on

NPX Install

npx skill4agent add longbridge/skills longbridge-coverage-initiation

Tags

Translated version includes tags in frontmatter
coverage-initiationequity-researchlongbridge-cliinvestment-reportfinancial-valuation

SKILL.md Content

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longbridge-coverage-initiation

Generates a structured initiating-coverage report framework for a single listed company, following a five-step institutional workflow.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.

When to use

Trigger when the user wants to establish formal research coverage of a company:
  • "帮我写一份 NVDA 的首次覆盖报告" / "幫我做 700.HK 的覆蓋報告" / "Initiate coverage on TSLA"
  • "覆盖报告框架", "首次评级报告", "initiating coverage report"

Workflow

Five-step coverage initiation process:
  1. Company overview — business description, history, key products/services, geographic exposure
  2. Industry positioning — sector dynamics, competitive landscape, market share, tailwinds/headwinds
  3. Financial modelling — historical P&L, balance sheet health, free cash flow, key ratios
  4. Valuation analysis — current multiples vs peers vs historical range, DCF considerations, target price rationale
  5. Investment conclusion — rating (Buy / Hold / Sell), 12-month price target, key catalysts, key risks
Run these CLI commands (parallel is fine):
bash
# Company profile (business overview, sector, executives)
longbridge company <SYMBOL> --format json

# Full financial report (IS + BS + CF — all periods available)
longbridge financial-report <SYMBOL> --kind ALL --format json

# Industry-level valuation comparison
longbridge industry-valuation <SYMBOL> --format json

# Recent news and regulatory filings for context
longbridge news <SYMBOL> --format json
If you're unsure of exact flag names or defaults, run 
longbridge <subcommand> --help
first.

Symbol format

<CODE>.<MARKET>
— e.g. 
NVDA.US
, 
700.HK
, 
600519.SH
. If the market is ambiguous, ask the user.

Output

Structure the output as a formatted research report with clearly labelled sections:
Cover page metadata: Symbol, company name, date, analyst note (LLM-generated)
Section 1 — Company overview: 2–3 paragraphs on business model, history, geography
Section 2 — Industry positioning: market size, growth drivers, Porter five-forces summary, competitive moat assessment
Section 3 — Financial highlights (table):
MetricYear -2Year -1LTM
Revenue
Net Income
EPS
Gross Margin %
ROE
Section 4 — Valuation:
  • Current PE / PB / PS vs industry median
  • Historical percentile (if available)
  • Implied price target rationale
Section 5 — Investment conclusion:
  • Rating, price target, upside/downside
  • Top 3 catalysts (bull case)
  • Top 3 risks (bear case)

Error handling

SituationSimplified ChineseTraditional Chinese / English
command not found: longbridge
回退到 MCP；否则提示安装 longbridge-terminal回退到 MCP；否則提示安裝 / Fall back to MCP; prompt to install longbridge-terminal
not logged in
/ 
unauthorized
请运行 
longbridge auth login
請運行 
longbridge auth login
/ Run 
longbridge auth login
company
subcommand missing data		从其他子命令补充可用信息，标注缺失字段從其他命令補充，標注缺失 / Supplement from other commands, flag missing fields
Other stderr原样展示错误，不重试原樣展示，不重試 / Surface verbatim, no silent retry

Related skills

User asksRoute to
Quick stock research snapshot
longbridge-stock-research
Peer valuation comparison
longbridge-peer-comparison
Industry overview
longbridge-industry-overview
Post-earnings update
longbridge-earnings
Competitive landscape
longbridge-competitive-analysis

File layout

longbridge-coverage-initiation/
└── SKILL.md
Prompt-only — no 
scripts/
. Discover the latest CLI flags via 
longbridge <subcommand> --help
.