New IPO Research Report
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About this skill
Problem: IPO research lacks a unified data path
New-issue research often requires stitching together issuance announcements, financial statements, industry data, valuation comparables, research reports, and use-of-proceeds information. Those inputs are scattered across sources, which can create inconsistent metrics, stale timestamps, and conclusions that are hard to audit. This skill reduces the A-share and HK new-stock workflow to a single query: provide a ticker name or code, optionally state pre-subscription, pre-listing, or post-listing perspective, and it selects the relevant market and calls the Gildata MCP financial database.
How it works: from tool calls to report generation
The workflow covers IPO information retrieval, fundamental analysis, industry analysis, valuation analysis, use of proceeds, earnings forecasts, and risk factors. It prioritizes concurrent calls to tools such as IpoIssuanceInfo, FinancialStatement, and ValueAnalysisComparison, choosing A-share or HK endpoints as needed, and skips a single timed-out tool without blocking the report. The final output is a Markdown and HTML report pair, with data cited by [1], [2] markers and a source list appended at the end.
Boundaries and caveats
It is useful for evaluating IPO pricing, competitive position, financial quality, and risk disclosure, but it depends on Gildata coverage and proper MCP service configuration. Small-cap names, obscure HK issues, and financial data may be incomplete. Reports should be cross-checked against the latest announcements and prospectuses, and should not be treated as buy or sell recommendations.
Use Cases
- Before subscription, draft an IPO report from ticker data, issuance details, comparable valuations, and risk notes.
- For HK IPO work, compare fundamentals, industry competition, and pricing reasonableness for names such as Lao Pu Gold.
- Before listing, assess first-day reaction using financials, institutional ratings, and consensus forecasts.
- When drafting an IPO research outline, organize sourced financial, valuation, and use-of-proceeds data with footnotes.
Best For
- A-share equity researchers who need to check IPO pricing, financial quality, and institutional views quickly.
- HK sales-trading staff who need to explain a new issuer's industry position, valuation, and key risks to clients.
- IPO analysts who need to turn announcements, financials, research notes, and valuation data into an auditable report.
- Financial engineering users configuring OpenClaw/MCP who need to validate Gildata tools and generate dual-format reports.
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