Listed Company Long-Term Rating

Problem

Long-term equity research often breaks down in two ways: data is scattered, so analysts mix impressions before checking fatal risks; and scoring is too flat to separate durable advantages in moat, business model, management, and growth. This skill turns listed-company value assessment into a repeatable workflow aimed at identifying companies that can be held for many years while avoiding permanent capital loss.

How It Works

• Mode selection: uses full mode for screening → rating or minesweeping-only mode for risk checks.
• Unified data collection: gathers fundamentals, financials, dividends, ownership, management, audit governance, industry policy, and public sentiment for screening; full mode adds valuation, ROE, FCF, competitive structure, and moat evidence.
• Two-stage screening: first checks permanent A-class disqualifiers such as audit red lines, major insider selling, dilutive issuance, frequent business changes, and policy or legal destruction; then evaluates repairable B-class distress, allowing passage only when five waiver conditions are met and capping the rating.
• Red-flag scan: marks finance, governance, market, patent, and sentiment flags; exceeding the threshold stops the analysis.
• Multi-dimension scoring: after screening, scores eight weighted dimensions. Moat, business model, management team, and growth potential may exceed the normal 5-point cap to distinguish exceptional companies, while fatal risk acts as a separate gate and is not added to the weighted total.

Boundaries

Use this for structured long-horizon analysis of A-share, HK, or US listed companies, including batch screening comparisons. It depends on public filings, financial statements, announcements, and news. If critical data is missing, it should flag data unavailable and apply a conservative interpretation rather than declaring a pass. It supports research and risk flagging, not real-time trading, compliance due diligence, or audit.