Equity Research Challenge

Apply until the 24th of March

The Concept

FEP Finance Club is proud to announce the Equity Research Challenge 2024, an unique opportunity for participants to develop their knowledge in Business Valuation and Equity Research whilst challenging themselves. Participants will have the opportunity to have the equity valuation reports assessed by a panel of professionals and professors, who will provide valuable feedback on their work.

This year you will be tasked with developing an Equity Research Report and Presentation on a company of your choice from the processing chip Industry (Ex: Nvidia, Intel, ASML, Qualcomm, Samsung, Texas Instruments, Broadcom, etc…).

This competition is sponsored by Deloitte and the 1st prize is 2 Summer Internships in the Financial Advisory Department at Deloitte Oporto offices at Bom Sucesso Trade Centre.

Requirements:

• Teams must be between 2 and 4 members.

• The report is limited to a maximum of 10 pages for the main content + 10 pages for annexes.

• All contents must be original and produced in English

All contents (Report, Excel Spreadsheet and PowerPoint Presentation), must be submitted in the announced deadlines.

Apply Now!

Assessment

Assessment

The Equity Research Report is the first component of this challenge, with its weight on the final score being 50%. The Presentation is the second component of this challenge with a weight of 50% on the final score. Depending on the number of teams enrolled in the competition, there may be a selection process for the second part of the competition, which will occur between the 29th of April and the 12th of May. Only the teams with the best reports will be chosen for the second part of the competition.

Written Report

50%

Presentation + Q&A

50%

Team with highest score wins!

Both these components will be evaluated by a panel of 5 Juries incluiding Professor Jorge Farinha (Master in Finance Director), Professor Miguel Sousa (CFA Institute Research Challenge Faculty Advisor), 2 professionals from the Financial Advisory Department of Deloitte and a CFA Charterholder from the CFA Institute. 

Professor
Jorge Farinha

MiF Director at FEP

Professor
Miguel Sousa

Advisor CFA Challenge

2 professionals from Deloitte

1 CFA Institute member

Preparation Sessions

Alongside this competition there will be 4 preparation sessions to help you make a better Equity Research Report and Presentation and enhance your Learning Expericence.

5th of April  (online session)

Given by CFA Society Portugal, this workshop will allow you to pinpoint the specificities of your company’s business model that make it a differentiating (or not) business relative to its peers. These competitive advantages will prove to be of great importance when assessing the real value of the business you will be delving deeper into, contributing to the building up of the story that the business you are focusing on tells for its future.
This qualitative step is of utmost importance in a business valuation, being a critical stepping stone in providing the best financial insights into the company you are analysing.
Join in to ear a distinguished CFA professional on this matter.

5th of April  (online session)

This session is designed to help all participants to better understand the challenge by presenting a practical example of a valuation.

9th of April (in-person session)

Join Paulo Silva, Associate at IR Capital by Inter-Risco Private Equity, for a session on valuation methods. Gain practical insights and learn how to assess the worth of assets, companies, or investments effectively. Through real-world examples, discover valuable skills to enhance your understanding of valuation practices and make informed investment decisions. Don’t miss this opportunity to learn from Paulo’s expertise and elevate your proficiency in valuation methods.

15th of May (in-person session)

Join Deloitte for an insightful session designed to equip participants with indispensable tips for delivering impactful report presentations. Hosted in person at FEP, this session also serves as a networking opportunity for participants who reached the final stage of the competition to engage directly with Deloitte’s HR and Financial Advisory professionals. Don’t miss this chance to hone your skills and broaden your professional network with Deloitte’s industry experts.

Timeline of the competition

Enrollment

Apply until the 24th of March

Preparation Sessions

4 Preparation Sessions given throughout the competition

Report Deadline

28th of April

Selection Process

29th of April to the 12th of May

Presentations

Week of the 20th of May

Days
Hours
Minutes
Seconds
Applications are closed!

 

This competition is Pro-Skills certified by the FEP Career Development Services.

Editions
1

Our second longest-running activity.

Equity Valuations
1 +

Over these 5 editions, companies from many different sectors have been presented.

Contestants
1 +

In line with the original focus of the club, this competition is directed at Master in Finance students, though our target has since expanded.

Editions
1

Our second longest-running activity.

Equity Valuations
1 +

Over these 5 editions, companies from many different sectors have been presented.

Contestants
1 +

In line with the original focus of the club, this competition is directed at Master in Finance students, though our target has since expanded.

Prizes

Prizes

Mentoring

Mentoring

Powered by CFA Society Portugal

400€

Take a look at reports that participated in previous editions:

Days
Hours
Minutes
Seconds
Applications are closed!