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#cfa-level-1 #reading-22-financial-statement-analysis-intro

An equity analyst’s report would typically include the following components:10

  • summary and investment conclusion;

  • earnings projections;

  • valuation;

  • business summary;

  • risk, industry, and competitive analysis;

  • historical performance; and

  • forecasts.

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4.5. Develop and Communicate Conclusions/Recommendations
html> Communicating the conclusion or recommendation in an appropriate format is the next step. The appropriate format will vary by analytical task, by institution, and/or by audience. For example, an equity analyst’s report would typically include the following components:10 summary and investment conclusion; earnings projections; valuation; business summary; risk, industry, and competitive analysis; historical performance; and forecasts. The contents of reports may also be specified by regulatory agencies or professional standards. For example, the CFA Institute Standards of Practice Handbook (Handb


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