Query fundamental financial data across HK, US, A-share & Singapore markets

Longbridge Fundamentals is a research skill for financial statements, business segments, dividends, valuation, and company information. Its stated market scope includes Hong Kong, US, A-share, and Singapore securities, with actual coverage dependent on provider capabilities and entitlements. It routes a question to the relevant command or reference rather than applying every analysis framework to every request.

Statement analysis covers income statements, balance sheets, cash flow, detailed line items, and period selection. Related workflows reconcile statements, decompose return on equity through DuPont analysis, and examine whether earnings are supported by cash flow. Business-segment queries provide current composition or historical trends, while dividend, operating-review, and corporate-action queries address distributions, operating indicators, splits, and rights issues. The operating command is specific to Hong Kong stocks.

Valuation workflows combine a current snapshot, the stock's own history, and industry context. They cover PE, PB, PS, dividend yield, peer comparisons, premiums or discounts, and valuation-rank history. Industry-rank history is distinct from a percentile calculated against the same stock's historical multiples. Rank interpretation also requires checking metric ordering, peer membership, and tie handling.

Company research extends to executives, institutional shareholders, parent and subsidiary relationships, founding and listing information, and corporate events. Event analysis combines announcements, filings, corporate actions, shareholder changes, and an available event calendar into a classified ledger with dated context.

Use the skill for sourced company research, cross-stock comparison, business-model analysis, valuation frameworks, or an explicitly requested screening exercise. Match the depth to the question: a simple company explanation needs a concise answer supported by business data, while a full analysis can examine composition, scale, growth attribution, and peer position.

The research boundary is read-only. Verify provider access and primary filings, follow the user's source preferences, and cite actual sources, retrieval time, reporting period, currency, and whether figures are estimates. Do not request trading access or execute account operations. Examples and thresholds are illustrative rather than validated trading signals, and technical market examples are not recommendations to trade.

Data limitations change what can be concluded. Sparse historical data or too few peers can make percentile claims unsuitable. Cyclical businesses need interpretation alongside the cycle rather than a mechanical high-PE or low-PE judgment. Cross-market comparisons require compatible currencies, share bases, and periods, with attention to ADR ratios and accounting differences. Missing statement components limit reconciliation, and omitted analysis dimensions need explicit explanations.

Inputs include a company or symbol, requested research scope, reporting periods, comparison peers, and any screening assumptions. Symbols use a code and market suffix. The guide requires checking the installed CLI's current commands and flags before using examples:

longbridge --help

Outputs range from a short factual response to structured statement reports, valuation comparisons, peer matrices, event ledgers, screening shortlists, and business-analysis tables. Figures should carry their source and period. The main-business workflow identifies each company by ticker, states the segment dimension, and distinguishes changes in percentage points from percentage growth.

Business analysis follows data collection, analysis, and report assembly. It compares segment composition over time, explains revenue scale, separates overall and segment growth, and attributes incremental revenue to its contributors. Concentration measures such as CR1, CR3, and HHI describe revenue composition rather than antitrust market concentration. HHI needs mutually exclusive, exhaustive nonnegative shares summing to the whole; CAGR needs positive endpoints, and contribution ratios are undefined when aggregate growth is zero. Segment reorganizations, acquisitions, and disposals can interrupt comparability.

Peer position requires a stated industry classification, comparable reporting periods, and identified data sources. A small peer sample supports a sample ranking rather than a whole-industry ranking. Supplemental public research for market share or industry position needs attribution and an explanation of differing definitions. Adequate existing data can be reused, and primary issuer filings provide a fallback when CLI coverage fails. Software upgrades require separate authorization.

The valuation framework references include DCF, PE-Band, PB-ROE, EV/EBITDA, PS, dividend discount, sum-of-the-parts, and net asset value. Method selection depends on business characteristics and available data. DCF guidance aligns unlevered cash flow with WACC, normalizes periods and units, uses dated rate assumptions, requires the discount rate to exceed terminal growth, and avoids double-counting cash when moving from enterprise to equity value. Sensitivity analysis makes the effect of assumptions visible.

Value and small-cap growth screens combine a chosen universe with user-adjustable valuation, profitability, growth, size, and yield filters. Their rankings are conditional on comparable data and disclosed scoring coverage; they do not predict returns. Behavioral-finance references discuss overreaction, underreaction, disposition, anchoring, herding, and overconfidence, while warning that observed price or capital-flow patterns do not establish investor motives or guaranteed outcomes.

The primary interface is the Longbridge CLI, with MCP fallback when the CLI is unavailable and tools discovered at runtime. Reference workflows use structured JSON responses and Python calculations for business-data processing. Errors should be summarized with sensitive details redacted, and symbol, market, version, and coverage checks help diagnose empty or unavailable results.

Related skills handle analyst research, account or portfolio questions, and post-earnings analysis. The skill can match English, Simplified Chinese, or Traditional Chinese input, defaulting to English when the request provides no natural-language signal. Bundled supporting references retain their pinned source and attribution information. The skill is licensed under MIT.