Master Thesis Ideas Equity Research
Hello,
I'm about to get started with writing my Masterthesis. So far my Professors haven't been very helpful with finding a topic.
After graduation I would like to start working in Equity Research. So I would preffer to do a Thesis in that field. The best would be if I could combine it with Computational Finance (C++ or VBA) somehow.
Any Ideas what a good topic could be? My University is a Research University and they seem to dislike practical stuff. So I can't make a valuation itself as a thesis.
Cheers,
Chris
Theory of IPO underpricing by Rock (1986), you could focus on HK, data needed such as IPO allotment results and prospectus' are only available for Singapore and HK listed companies, so you could test the validity of that theory on these stock exchanges.
You're going to get the same result because the same banks underwrite IPOs in Asia as they do in US and Europe.
Interesting thesis topics to explore for e. val. : economic benefit of short term valuation v. long term valuation (i.e. most analysts want to predict eps for next quarter, but valuation should be long-term), Pure Plays in relative valuation (what peer group of companies should be included in a peer group? Firms in the same business? Firms with similar operating margins and risk structures?), one that interests me particularly is the economic benefits of an LBO (why should target firms accept them, instead of leveraging up and issuing a special dividend?)...
Hope that helps.
thx a lot so far.
I like the LBO and the long vs. short term ideas. But how should I collect data for the long run estimates if all or most estimates are for a short term?
Compare buy-side research to sell-side research for the same companies...that should give you a good picture of long term v short term...you'd obviously have to call buyside firms, as I'm sure they dont release most of their information. More concretely, pick a specific sector and a corresponding group of companies and get buy- and sell- side research for each company.
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