Kun Lu Email & Phone Number

Shanghai, China

上海

上海

● 协助筛选，选择和监督目标项目，并向投资委员会提交尽职调查结果和投资建议。整理并转换了5家目标企业的财务报表，根据财务比率进行财务分析，同时建立估值模型(DCF,P/E等)对标的公司估值，最后从公司策略、财务、信用和对标企业对比等方面完成尽调报告。● 独立完成中资美元债研究报告和港股金融板块研究报告，并向高级经理汇报成果，其中，中资美元债研究报告促成了对标的地产公司美元债认购的计划，目前目标认购5000万美元的标的公司债券，项目仍在进行中。● 参与标的公司定向IPO预购项目，认购标的公司5000万美元股份。期间，完成了对标的公司的尽职调查，通过类比估值法对标的公司进行了上市前估值，通过可比案例分析证明了投资标的的可行性和未来盈利能力，独立完成了尽调报告和相关汇报PPT。● Assisted in screening, selecting and supervising target projects, and submitted due diligence results and investment advice to… Show more ● 协助筛选，选择和监督目标项目，并向投资委员会提交尽职调查结果和投资建议。整理并转换了5家目标企业的财务报表，根据财务比率进行财务分析，同时建立估值模型(DCF,P/E等)对标的公司估值，最后从公司策略、财务、信用和对标企业对比等方面完成尽调报告。● 独立完成中资美元债研究报告和港股金融板块研究报告，并向高级经理汇报成果，其中，中资美元债研究报告促成了对标的地产公司美元债认购的计划，目前目标认购5000万美元的标的公司债券，项目仍在进行中。● 参与标的公司定向IPO预购项目，认购标的公司5000万美元股份。期间，完成了对标的公司的尽职调查，通过类比估值法对标的公司进行了上市前估值，通过可比案例分析证明了投资标的的可行性和未来盈利能力，独立完成了尽调报告和相关汇报PPT。● Assisted in screening, selecting and supervising target projects, and submitted due diligence results and investment advice to the investment committee; Compiled and converted the financial statements of the five target companies, conducted financial analysis based on financial ratios, established valuation models (DCF, P/E, etc.) to value the target companies, and finally completed due diligence report based on corporate strategy, finance, credit and benchmarking companies.● Independently completed the research report on the Chinese company’s dollar debt and the research report of the Hong Kong stock market, and reported the results to the senior manager. Among them, the research report on the Chinese dollar debt led to the plan to subscribe the US dollar debt of the real estate company. 50 million US dollars is about to be invested in the underlying debt.● Participate in the target company's targeted IPO pre-purchase project and subscribe for the target company's 50 million US dollars. During the period, completed the due diligence of the target company, conducted a pre-market valuation of the target company through the analog valuation method, and proved the feasibility and future profitability of the investment target through comparable case analysis, independently completed the report and related PPT on the report. Show less

Shanghai, China

•Summarised and sorted interview of 20+ hours of China’s telecom gaints including China Unicom and China Mobile to support analysis on management decision and future of industry.•Performed research on target companies and provided in-depth analysis on equity investment merits and risks to support published report.•Conducted due diligence on A-Share companies in the Telecom sector covered by senior analysts by means of meeting and interviewing management teams, employees, customers… Show more •Summarised and sorted interview of 20+ hours of China’s telecom gaints including China Unicom and China Mobile to support analysis on management decision and future of industry.•Performed research on target companies and provided in-depth analysis on equity investment merits and risks to support published report.•Conducted due diligence on A-Share companies in the Telecom sector covered by senior analysts by means of meeting and interviewing management teams, employees, customers, competitors, and regulators and analysing financial performance of target companies using Bloomberg to mine financial data to present to senior manager.•Made recommendations on investment in 5 listed companies using financial valuation model to estimate market value of target companies and used Python for capturing information in news and social media to conduct predictive analytics to uncover trends and themes which drive stock performances and predict future movement of target companies. Show less

Shanghai, China

•Assisted in screening, selection, and monitoring of prospective investments and presented due diligence findings and investment proposals to the investment committee.•Collaborated with staff on financial and operational due diligence by taking interviews and assisting auditing work.•Supported 7 stragetic investment decisions by studying target companies’ corporate governance philosophy, financing plan, legal structure and company valuation through financial reports, expert interviews… Show more •Assisted in screening, selection, and monitoring of prospective investments and presented due diligence findings and investment proposals to the investment committee.•Collaborated with staff on financial and operational due diligence by taking interviews and assisting auditing work.•Supported 7 stragetic investment decisions by studying target companies’ corporate governance philosophy, financing plan, legal structure and company valuation through financial reports, expert interviews and DCF and LBO analysis in order to make future analysis on the competitiveness and profitability of target company.•Made proposals for equity investment decisions in the amount of USD 700,000 in total and achieved an average return rate of 12.7% for each proposal made during internship. Show less

Shanghai, China

Audit Intern of Financial Service Department

Master Of Science - Ms, Master Of Science In Finance

Bachelor Of Business Administration - Bba, Financial Management