Michael Junghans Email & Phone Number

New York, Ny, Us

Vice President in Equity Research | TMT Software• Conducts fundamental equity research on 16 U.S. software companies – Cybersecurity and Information Security.• Writes catalyst-driven research publications and delivers presentations to institutional investors, internal sales and trading teams.• Constructs and maintains detailed financial models and is the main senior associate responsible for setting the quarterly earnings projections across the team’s sector coverage.• Regularly attends flagship events to conduct supply chain channel checks and expand network with industry experts.Key Achievements:• Achieved earnings estimate accuracy score of 93/100 across entire sector coverage, according to Refinitiv Eikon.• Member of the top 10 best-performing analyst teams of the past decade, according to TipRanks in 2023.

Frankfurt Am Main, Hessen, De

• Conducted fundamental equity research on 11 European small & mid-cap stocks – Industrials, IT business services, and Technology – as publishing lead analyst and collected broker votes on behalf of his small & mid-cap team head.• Generated high-conviction stock ideas that delivered significant alpha for institutional buy-side generalists.• Constructed and maintained detailed financial models and communicated with both institutional investors and internal constituents to convey non-consensus investment recommendations.Key Achievements:• Member of Extel #2 best equity research team for German small & mid-cap stocks in 2020.• Acted as co-lead analyst during the pre-deal investor education process of 3 successfully placed IPOs.

Hamburg, Hamburg, De

• Conducted fundamental equity research on European small & mid-cap stocks (Industrials) and assisted the Head of Small & Mid-Cap Research in expanding the sector team’s stock coverage.• Hosted company roadshows and group meetings with C-level executives and institutional investors.• Obtained “fit and proper” status in the “approved persons” regime of the FCA/PRA for customer-dealing functions in the U.K.

Paris, Fr

• Joined the European Talent Graduate Program in Equity Research with sector focus on Industrials/Capital Goods.• Assisted the Head of Capital Goods in expanding the sector team's stock coverage.• Attended various company presentations and roadshows as lead analyst with C-level executives and institutional investorsKey Achievements• Became lead analyst for 5 European small & mid-cap stocks (Industrials/Capital Goods).• Achieved an 8% outperformance against my sector analyst peers, according to Bloomberg ANR in 2018.

Frankfurt Am Main, Hessen, De

• Working Student in Equity Research – Chemicals and Consumer Goods• Master’s thesis "International Stock Return Predictability" in cooperation with CBK's Equity Strategy team• Assisted the Team Head Chemicals in writing investment notes for brokerage clients and sales • "Happy pets and happy owners" – an Equity Research report on Zooplus, co-written with the CBK's Consumer Goods Research team

Frankfurt Am Main, Hessen, De

• Internship in Corporate Finance – Equity Capital Markets• Prepared origination and marketing materials to pitch new transaction ideas, especially IPOs• Retrieved and analyzed historical company and market data using financial databases, such as Bloomberg, FactSet, etc. • Conducted company valuations using DCF, comparable company analysis, and multiple regression

Frankfurt Am Main, Hessen, De

• Internship in Equity Research – TMT and Real Estate• Assisted the Head of TMT Research in writing investment notes for brokerage clients and sales• Participated in the Capital Market Days of German TMTs, such as CompuGroup Medical, and Jenoptik• Participated in the German Commercial Property Forum 2015 in London, hosted by the Real Estate team• Attended one-on-one meetings with company management of Deutsche Euroshop, Patrizia Real Estate, and TLG

Münster, Nordrhein-Westfalen, De

• Annual Report Student Analyst and Student Assistant at the Accounting Center, Prof. Dr. Baetge

Münster, Nordrhein-Westfalen, De

• Student Research Assistant at the Chair for Derivatives & Financial Engineering, Prof. Dr. Branger

Frankfurt Am Main, Hessen, De

• Internship in the Corporate Banking division for SME clients

Bachelor Of Science (B.Sc.), Economics And Business Administration

Master Of Science (M.Sc.), Business Administration (Finance, Accounting And Economics)

Finance & Economics