Yuhui Luo

Junior Analyst @Bu Finance & Investment Club

Investment Research: Conducted extensive investment research on assigned industries and companies using MS Excel and Word. Analyzed financial information from various sources such as Yahoo Finance, FactSet and Bloomberg to gather industry insights. Organized specific accounting ratios, trading multiples, valuations, financial releases, and news articles related to target companies. Assisted the team in evaluating investment opportunities and assessing potential risks by providing well- structured and informative research reports- Financial Analysis and Investment Recommendations: Collaborated with teammates to perform investment due diligence on selected public companies. Gathered historical financial statements. Employed the income approach (DCF) to construct precise financial models and 5-year projections for 2-stage terminal valuation in Excel. Applied market approach (transactions and multiples P/CF) for reference. Prepared investment presentation highlighting the valuation, ownership structure, ESG scores and market position of target companies.