CFA Institute Research Challenge Hong Kong Local Final 2022-23

To: UG Year 2 or above students,

CFA Society Hong Kong is inviting applications for the “CFA Institute Research Challenge Hong Kong Local Final 2022-23”.

This global competition providesa unique opportunity for students to work in teams and gain real-world experience through hands-on mentoring and intensive training in company financial analysis. Students are asked to take the role of research analysts and are judged on their ability to value a stock, write a research report, and present their recommendations. Top 5 teams with highest written report scores will be presenting their research results and recommendations to a high-profile panel of judges at the Live Virtual Report Presentation and Award Ceremony on Saturday, 19th February 2022. Winners will be rewarded with scholarship, certificates, trophies and prizes.

The winning team at the Local Final will advance to the Regional Final and compete with the winning teams from other geographical regions for the opportunities to enter the Global Challenge in the pursuit of the final championship.  The Global Challenge consists of winners of the regional finals held in Asia Pacific, Europe and America. 

The Challenge consists of the following components: 

• Analysing of a Public Company
• Mentoring by a Professional Research Analyst
• Writing an Equity Research Report
• Presentation of Research to a High-Profile Panel of Experts

Eligibility#:

1.  Year 2 or above undergraduate and postgraduate students in the academic year of 2022-23 who have NEVER participated in this competition.

2. Students from all Faculties are welcome to join, but each team should have at least 1 member from HKU Business School.

#CFA Charterholders and students who have extensive prior work experience in fundamental company analysis are not eligible. 

Application Method:

Interested students should form a team of 3-5 members, which the team leader should take below two actions by Wednesday, September 28, 2022.

1. Submit the School’s online application form at https://hku.au1.qualtrics.com/jfe/form/SV_85OdJd5HAUpItRY

2. Submit a written report* (following the Written Reports Guidelines on P.6 of the Research Challenge - HK Local Final Rules 2022-2023.pdf) to provide investment recommendation of the listed company Fairwood Holdings Limited (stock code 52) to Ms. Joanne Sun at wysun10@hku.hk

*Please note that this report is for the School’s preliminary selection purpose only. You need to submit another report if your team is being selected to take part in this competition on behalf of our School. Team(s) with Best written report will be selected.

Due to the outbreak of COVID-19, to serve the dual purposes of accommodating public health considerations and recognizing the great work of our student participants, the Hong Kong, Regional and Global finals will be conducted virtually. For details regarding the background, challenge, rules and regulations of the challenge, please refer to the Research Challenge - HK Local Final Rules 2022-2023.pdf or theCFA Institute Research Challenge – Hong Kong Final - CFA Society Hong Kong 香港特許金融分析師學會 | CFA Institute, CFA Exam , CFA Event.

For enquiries, please contact Ms. Joanne Sun at wysun10@hku.hk by the Team leader.

Disclaimer:

1. The School will not be responsible for any expenses incurred in this Challenge.

2. The School shall not be held liable in the case that data collected by the organizer disputes, loss, or any other situations arise.