Initial commit: Hermes Agent skills collection
- Trading skills (OKX, dividend, lottery, quantitative) - Creative skills (ASCII art, diagrams, video) - Development skills (GitHub, debugging, TDD) - Research skills (arXiv, blog monitoring) - Productivity skills (email, documents, notes) - MCP integration skills - Custom user skills
This commit is contained in:
Hermes Skills Manager
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{
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"version": 1,
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"registry": "https://clawhub.ai",
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"slug": "stock-analysis-agent",
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"installedVersion": "1.0.0",
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"installedAt": 1774713020972
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}
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---
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name: stock-analysis-agent
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description: Professional stock analysis agent with strong capabilities in analyzing US, Hong Kong, and A-share markets. Provides stock recommendations based on market development potential and value judgment. Use when users need stock market analysis, individual stock recommendations, or market trend analysis for multiple global markets.
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---
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# Stock Analysis Agent
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## Overview
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This skill transforms a general-purpose agent into a professional stock analysis expert with deep understanding of US stocks, Hong Kong stocks, and A-share markets. It provides systematic analysis frameworks and value-based investment recommendations.
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## Core Capabilities
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### 1. Multi-Market Coverage
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- **US Stocks**: Analyze technology, consumer, healthcare, and other major sectors; evaluate growth stocks and value stocks based on fundamentals
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- **Hong Kong Stocks**: Focus on internet, finance, property, and new economy sectors; consider Hong Kong market characteristics and southbound capital flows
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- **A-Share**: Analyze based on Chinese macroeconomic policies, industry trends, and A-share market characteristics
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### 2. Analysis Dimensions
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The agent analyzes stocks from these key dimensions:
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1. **Industry Development Potential**: Evaluate industry growth trends, policy environment, and technological changes
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2. **Company Fundamentals**: Analyze financial statements, business model, competitive advantage, and management capabilities
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3. **Valuation Judgment**: Compare with industry peers, historical valuation to determine if current price is attractive
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4. **Risk Assessment**: Identify market risks, industry risks, and company-specific risks
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### 3. Output Requirements
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When providing recommendations, always include:
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- **Stock Name & Ticker**: Clearly identify the stock and which market it belongs to
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- **Investment Logic**: Why this stock is worth investing in
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- **Risk Warnings**: Potential risks that investors should pay attention to
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- **Investment Horizon**: Suggested holding period (short-term / medium-term / long-term)
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## Analysis Framework
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### Step 1: Market and Industry Analysis
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- Start with macroeconomic environment analysis
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- Identify promising industries with growth potential
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- Consider policy impacts and industry cycles
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### Step 2: Company Screening
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- Filter companies with strong competitive positions
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- Analyze financial health (profitability, cash flow, debt level)
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- Evaluate business moat and sustainability
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### Step 3: Valuation Analysis
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- Use multiple valuation methods (PE, PB, DCF, comparison)
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- Determine reasonable valuation range
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- Identify margin of safety
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### Step 4: Final Recommendation
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- Give clear recommendation (buy / hold / watch)
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- Specify target price range if possible
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- Remind of risk diversification
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## Working Principles
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1. **Value Investing First**: Emphasize fundamental analysis and long-term value investing
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2. **Risk First**: Always remind investors of risks; never guarantee profits
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3. **Independent Thinking**: Provide objective analysis based on data and reasoning
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4. **Diversification**: Suggest investors diversify their portfolio to reduce risk
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## Data Sources
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| Market | Primary Source | Notes |
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|--------|---------------|-------|
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| US Stocks | Yahoo Finance (via `stock-analysis` skill) | Full coverage, 15-20min lag |
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| HK Stocks | **LongPort SDK** (via `longbridge-python-sdk` skill) | Real-time, LV1 quotes |
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| A-Share | LongPort SDK or web search | CN market supported |
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**Recommended combo for HK valuation:** Use `longbridge-python-sdk` for real-time price/watchlist data, then apply valuation frameworks from `references/analysis-framework.md`.
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## References
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### references/analysis-framework.md
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Contains detailed analysis frameworks, valuation methods (PE/PB/DCF/DDM), and checklists for different markets.
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### references/market-characteristics.md
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Summarizes key characteristics of US, Hong Kong, and A-share markets that affect analysis approach.
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{
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"ownerId": "kn7fm8nq0jecechtkxeqp45e7x82v0py",
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"slug": "stock-analysis-agent",
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"version": "1.0.0",
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"publishedAt": 1774118961836
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}
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# Stock Analysis Framework
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This reference provides detailed analysis frameworks for evaluating stocks across different markets.
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## Fundamental Analysis Checklist
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### 1. Financial Health Check
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- [ ] **Revenue Growth**: Consistent revenue growth over 3-5 years
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- [ ] **Profitability**: Gross margin, operating margin, net margin trends
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- [ ] **Cash Flow**: Positive operating cash flow, free cash flow generation
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- [ ] **Balance Sheet**: Debt-to-equity ratio, current ratio, interest coverage
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- [ ] **Return Ratios**: ROE, ROIC, whether they exceed cost of capital
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### 2. Business Model Analysis
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- [ ] **What does the company do?** Clear understanding of business and revenue sources
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- [ ] **Competitive Advantage**: Does the company have moat (brand, scale, network effect, patent)?
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- [ ] **Pricing Power**: Can they pass cost increases to customers?
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- [ ] **Customer Concentration**: Is business dependent on few large customers?
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### 3. Management Evaluation
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- [ ] **Capital Allocation**: Does management deploy capital wisely (reinvestment, dividends, buybacks)?
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- [ ] **Insider Ownership**: Do managers have significant skin in the game?
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- [ ] **Transparency**: Clear and honest communication with shareholders
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- [ ] **Track Record**: How have they performed through market cycles?
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## Valuation Methods
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### Price-to-Earnings (P/E) Ratio
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- Compare to:
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- Historical P/E of the company
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- Industry average P/E
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- Market average P/E
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- Growth adjusted P/E (PEG ratio) < 1 often indicates undervaluation
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### Price-to-Book (P/B) Ratio
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- Particularly relevant for:
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- Financial institutions (banks, insurance)
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- Capital-intensive businesses
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- Companies holding significant assets
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- P/B < 1 may indicate deep value (but always check for asset quality)
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### Discounted Cash Flow (DCF)
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- Project future free cash flows for 5-10 years
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- Calculate terminal value
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- Discount to present value using appropriate discount rate (usually WACC)
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- Best for companies with stable predictable cash flows
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- Sensitivity analysis is important (change growth and discount rate assumptions)
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### Dividend Discount Model (DDM)
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- For mature companies with stable dividend history
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- Gordon Growth Model: Value = D1 / (r - g)
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- Focus on dividend growth rate and sustainability
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### Relative Valuation
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- Compare key multiples with direct competitors
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- Identify why the company should trade at premium/discount
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- Common multiples: EV/EBITDA, P/S, EV/Sales
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## Analysis by Market
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### US Market Analysis Considerations
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- US markets are generally more efficient
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- Focus on institutional holdings and analyst coverage
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- Consider currency impact for non-US investors
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- Tech sector dominates, so growth stock analysis skills are critical
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- Earnings reports and guidance heavily impact prices
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### Hong Kong Market Analysis Considerations
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- Strong link to Chinese economy
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- Influenced by both global and China factors
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- Higher weighting for financials and property
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- Pay attention to southbound/northbound capital flows
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- Liquidity varies significantly between stocks
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- Some companies have different share classes (A/H, different voting rights)
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### A-Share Market Analysis Considerations
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- More retail investor participation, higher volatility
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- Policy changes have significant impact
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- Focus on government industrial policies (five-year plans, etc.)
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- Sector rotation driven by policy and macro cycles
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- Pay attention to regulatory risks
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- Consider Shanghai/Shenzhen/HK Stock Connect flows
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## Risk Assessment Framework
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### Systematic Risk (Market Level)
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- Interest rate changes
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- Economic recession
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- Geopolitical risks
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- Market liquidity risk
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### Idiosyncratic Risk (Company Level)
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- Industry disruption
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- Competition
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- Management fraud/error
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- High debt default risk
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- Product/market failure
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## Margin of Safety
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- Always require a margin of safety between intrinsic value and market price
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- Typical margin: 20-30% for high-quality companies, 40-50% for lower-quality
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- Larger margin for more uncertain businesses
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- Never overpay for growth hype
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## Final Recommendation Categories
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- **Strong Buy**: Deep value, strong fundamentals, excellent risk-reward
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- **Buy**: Good company at reasonable price
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- **Hold**: Already fairly valued, no urgent need to buy or sell
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- **Watch**: Interesting company, waiting for better entry point
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- **Sell/Avoid**: Poor fundamentals, overvalued, significant risks
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# Market Characteristics: US, Hong Kong, and A-Share
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This reference summarizes key characteristics of each market that influence how analysis should be conducted.
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## US Stock Market
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### Key Characteristics
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1. **Maturity and Efficiency**
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- Most liquid and mature market in the world
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- Generally more efficient pricing compared to emerging markets
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- Institutional investors dominate trading
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- High analyst coverage for large caps
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2. **Market Structure**
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- Two main exchanges: NYSE and NASDAQ
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- NASDAQ: Growth-oriented, heavy on technology
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- NYSE: More diversified, includes many mature industrial/consumer companies
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- Strict regulatory and disclosure requirements (SEC)
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3. **Trading Rules**
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- No daily price limit
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- T+0 settlement (instant trading)
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- Currency: USD
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- Trading hours: 9:30-16:00 EST (no mid-day break)
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4. **Investor Base**
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- Predominantly institutional (pension funds, mutual funds, hedge funds)
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- Strong influence from passive/index investing
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- Retail investors active in meme stocks and growth names
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5. **Analysis Focus**
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- Earnings growth and future expectations are key drivers
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- Federal Reserve interest rate policy has large impact
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- Dollar strength affects multinational companies
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- Tech sector ~28% of S&P 500, so dominates market moves
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## Hong Kong Stock Market
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### Key Characteristics
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1. **Hybrid Nature**
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- Connects international and Chinese capital
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- Most large Chinese companies list in HK
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- Blend of international and local investors
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2. **Market Structure**
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- Single exchange: Hong Kong Stock Exchange (HKEX)
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- Two main boards: Main Board and GEM (Growth Enterprise Market)
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- Many companies have dual listings in HK and mainland (A+H shares)
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3. **Trading Rules**
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- No daily price limit
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- T+0 trading (same day buying/selling allowed)
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- Currency: HKD (pegged to USD)
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- Trading hours: 9:30-12:00, 13:00-16:00 (with mid-day break)
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4. **Sector Concentration**
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- Financials (~20%): Banks, insurance
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- Property (~10%): Major developers
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- Internet/Technology (~30%): Tencent, Alibaba, etc.
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- Consumption: Many retail and consumer brands
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5. **Key Price Drivers**
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- US interest rates (since HKD pegged to USD)
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- China economic data and policies
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- Southbound capital flows (from mainland China)
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- Global risk sentiment
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- Renminbi exchange rate movements
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6. **Special Considerations**
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- Liquidity premium/discount is very important
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- Some small caps have very low trading volume
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- Different share classes (different voting rights) common in tech
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## A-Share Market (Mainland China)
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### Key Characteristics
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1. **Market Structure**
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- Two main exchanges: Shanghai (SSE) and Shenzhen (SZSE)
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- Shanghai: Larger, more state-owned enterprises, blue chips
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- Shenzhen: Smaller caps, growth companies, tech/innovation
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- STAR Market (Shanghai): China's NASDAQ-style tech board
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- ChiNext (Shenzhen): Growth board for innovative enterprises
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2. **Trading Rules**
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- ±10% daily price limit (±20% for STAR/ChiNext)
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- T+1 trading (can't sell same day you buy)
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- Currency: CNY (renminbi)
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- Trading hours: 9:30-11:30, 13:00-15:00 (mid-day break)
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3. **Investor Base**
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- ~60% of trading volume from retail investors
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- Higher volatility and speculation compared to developed markets
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- Growing institutional presence (domestic mutual funds, foreign via Stock Connect)
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4. **Key Price Drivers**
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- Government policy and industrial policies are extremely important
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- Bank lending and credit conditions
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- Domestic economic growth
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- Retail investor sentiment and themes
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- Regulatory changes can have massive impact
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5. **Sector Composition**
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- Financials ~20%: Large banks, insurance
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- Industrials ~20%: Infrastructure, manufacturing
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- Consumer ~15%: Domestic consumption growth
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- Technology ~15%: Semiconductors, software, hardware
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- New energy ~10%: EV, solar, battery
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6. **Special Considerations**
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- State-owned enterprises (SOEs) vs private enterprises: different dynamics
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- Regulatory risk is a major factor to consider
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- Anti-monopoly, data security, industry crackdowns can kill stocks
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- Southbound/northbound flows influence short-term price moves
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## Cross-Market Comparison
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| Aspect | US | Hong Kong | A-Share |
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|--------|----|-----------|---------|
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| **Efficiency** | High | Medium | Lower |
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| **Volatility** | Moderate | Medium-High | High |
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| **Retail %** | ~20% | ~30% | ~60% |
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| **Policy Impact** | Moderate | High | Very High |
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| **Main Driver** | Earnings/Interest Rates | China+Global Liquidity | Policy/Themes |
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| **Analysis Style** | Growth/Value fundamental | Value + macro | Top-down (policy first) |
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## Key Investment Principles Across Markets
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1. **US**: Growth investors can do well, but don't overpay for hype
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2. **Hong Kong**: Focus on liquidity, don't hold illiquid small caps
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3. **A-Share**: Always consider policy direction first, don't fight against the government
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## Risk Reminder
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- All investments involve risk
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- Past performance doesn't guarantee future results
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- Diversification across markets and sectors reduces risk
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- Never invest money you can't afford to lose
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