Stocks & Fundamentals
Financial statements, valuation, dividends, growth and quality, peer comparison, screens and earnings, plus workbenches for US and Hong Kong stocks, banks, REITs and insurers.
394 report specifications in this section
| ID | Title and research question | Category | Chart | Priority | Data |
|---|---|---|---|---|---|
| SCR-009 | Value and quality cross-screen Which relatively low-valuation companies also have better asset and earnings quality? | Screening and watchlists (examples) | Scatter | Catalogue #68 P1 | Sample |
| SCR-010 | Growth versus valuation trade-off Which companies have earnings growth while their valuation is not in the most expensive range among peers? | Screening and watchlists (examples) | Scatter | Catalogue #69 P1 | Sample |
| SCR-018 | Uptrend pullback list Which stocks in a long-term uptrend are pulling back in the short term? | Screening and watchlists (examples) | Scatter | Catalogue #71 P1 | Sample |
| SCR-007 | Dividend and cash flow screen Which dividend-paying stocks also have observable cash flow support? | Screening and watchlists (examples) | Scatter | Catalogue #167 P1 | Sample |
| SCR-026 | Margin improvement screen Which companies have recent revenue growth that is also converting into better operating margins? | Screening and watchlists (examples) | Scatter | Catalogue #325 P2 | Sample |
| SCR-023 | Low-debt, high return-on-capital screen Which companies sustain better returns on capital with less financial leverage? | Screening and watchlists (examples) | Scatter | Catalogue #428 P2 | Sample |
| SCR-039 | Gap and follow-through screen Which stocks had a significant opening gap, and how much of it was still intact at the close? | Screening and watchlists (examples) | Scatter | Catalogue #498 P2 | Sample |
| SCR-032 | Earnings beat candidates Which companies' latest reported EPS is above the consensus available for that period? | Screening and watchlists (examples) | Scatter | Catalogue #569 P3 | Sample |
| SCR-034 | News sentiment vs. price divergence Which stocks have recent news scores that disagree with price direction and merit a look at the source articles? | Screening and watchlists (examples) | Scatter | Catalogue #570 P3 | Sample |
| SCR-040 | Small-cap liquidity threshold screen Which small companies still have reasonably sufficient and continuous trading activity? | Screening and watchlists (examples) | Scatter | Catalogue #571 P3 | Sample |
| SCR-036 | High market sensitivity candidates Which stocks have a high historical market beta and merit further risk research? | Screening and watchlists (examples) | Scatter | Catalogue #669 P3 | Sample |
| SCR-041 | Price moves with little news Which unusual share price moves lack enough news coverage and should be prioritized for further research? | Screening and watchlists (examples) | Scatter | Catalogue #777 P3 | Sample |
| SCR-043 | Working capital stress candidates Which companies have receivables or inventory growing faster than revenue? | Screening and watchlists (examples) | Scatter | Catalogue #858 P4 | Sample |
Priority is a planning estimate from the original specification workbook, not popularity or performance. Catalogue reports are ordered 1–1,000; product reports are ranked only within their own workbench.