Hk Financial Statement
Run structured Hong Kong listed-company fundamental analysis—statements, ratios, health scores, and valuation views—for value-investing decisions.
Overview
HK Financial Statement is an agent skill most often used in Validate (also Idea research) that analyzes Hong Kong company financials, ratios, health grades, and valuation-style summaries for fundamental investing.
Install
npx skills add https://github.com/yuping322/finskills --skill hk-financial-statementWhat is this skill?
- Parses income statement, balance sheet, cash flow, and equity change tables for HK tickers
- Computes profitability, solvency, efficiency, and growth ratio sets with qualitative labels
- Produces financial health grading with bankruptcy-risk and cash-flow quality signals
- Outputs DCF/DDM/asset-based intrinsic value, peer PE contrast, and stated buy/target scaffolding
- Example workflow covers full statement blocks, ratio panels, and investment recommendation sections
- 4 financial statement types
- 4 financial ratio families
- multi-pillar health scorecard with example 85/100 style subscores
Adoption & trust: 1 installs on skills.sh; 14 GitHub stars; 2/3 security scanners passed (skills.sh audits); trending (+100% hot-view momentum).
What problem does it solve?
You want disciplined HK equity diligence but lack a repeatable agent workflow that turns filings into ratios, health scores, and valuation context.
Who is it for?
Indie investors, solo founders evaluating HK-listed peers, or builders automating research memos on 00700-style tickers.
Skip if: Builders who only need US GAAP tooling, live trading execution, or compliance-grade audit sign-off without human verification of source data.
When should I use this skill?
You need Hong Kong company financial statement analysis, ratio computation, health assessment, or value-investment style summaries.
What do I get? / Deliverables
You get a structured financial narrative—statements, ratios, health assessment, and investment-style conclusions—you can file beside your thesis or pricing model.
- Financial statement overview blocks
- Ratio and health assessment report
- Valuation and recommendation-style narrative
Recommended Skills
Journey fit
Spans multiple journey phases - primary shelf plus alternate fits below.
Canonical shelf is Validate because the skill’s primary output is pricing and investment thesis inputs (margins of safety, relative PE, buy/hold framing), not shipping code. Pricing subphase fits intrinsic/relative valuation, ratio dashboards, and long-horizon position sizing that solo builders or indie fund managers document before committing capital.
Where it fits
Compare reported margins and ROE across HK sector peers before picking a product or investment theme.
Frame intrinsic and relative valuation bands before committing to a long-term position or partnership.
Re-run quarterly health scores on holdings you track as part of a personal portfolio review ritual.
How it compares
Use as a structured fundamental-analysis skill package, not a live market data API or brokerage integration.
Common Questions / FAQ
Who is hk-financial-statement for?
Solo builders and indie operators doing Hong Kong listed-company value or fundamental research who want agent-generated statement and ratio reports.
When should I use hk-financial-statement?
During validate pricing when sizing a thesis, during idea research when benchmarking competitors’ reported margins and leverage, or before long-hold decisions when you need health-score and valuation scaffolding.
Is hk-financial-statement safe to install?
Review the Security Audits panel on this Prism page and treat any buy/sell language as illustrative; confirm figures against official HKEX disclosures before acting.
SKILL.md
READMESKILL.md - Hk Financial Statement
# 港股财务报表分析器 专业的港股财务报表分析工具，提供财务报表解析、财务比率计算和财务健康度评估。 ## 核心功能 ### 📊 财务报表解析 - 损益表分析 - 资产负债表分析 - 现金流量表分析 - 所有者权益变动表分析 ### 💹 财务比率计算 - 盈利能力比率 - 偿债能力比率 - 运营效率比率 - 成长性比率 ### 🏥 财务健康度评估 - 财务风险评级 - 破产风险预测 - 现金流健康度 - 盈利质量分析 ### 🎯 投资价值分析 - 内在价值评估 - 相对估值分析 - 成长性分析 - 竞争力评估 ## 使用场景 ### 价值投资 - 基本面分析 - 价值评估 - 安全边际计算 - 长期投资决策 ### 风险管理 - 财务风险识别 - 破产风险评估 - 现金流风险监控 - 信用风险分析 ### 研究分析 - 公司竞争力分析 - 行业对比分析 - 历史趋势分析 - 预测模型构建 ## 输出内容 ### 📊 财务报表概览 ``` 腾讯控股(00700) 财务报表 (2024Q3): 损益表 (百万港元): • 营业收入: 154,063 (+8.1% YoY) • 营业利润: 48,735 (+5.2% YoY) • 净利润: 42,312 (+3.7% YoY) • 每股收益: 4.42港元 资产负债表 (百万港元): • 总资产: 1,245,678 • 总负债: 456,789 • 股东权益: 788,889 • 资产负债率: 36.7% ``` ### 💹 财务比率分析 ``` 财务比率分析: 盈利能力: • 毛利率: 45.2% (稳定) • 营业利润率: 31.6% (良好) • 净利率: 27.5% (优秀) • ROE: 18.5% (优秀) 偿债能力: • 流动比率: 2.1 (健康) • 速动比率: 1.8 (健康) • 资产负债率: 36.7% (适中) • 利息保障倍数: 8.5 (安全) 运营效率: • 总资产周转率: 0.65 (正常) • 存货周转率: 5.2 (良好) • 应收账款周转率: 8.1 (优秀) • 现金转换周期: 45天 (正常) ``` ### 🏥 财务健康度评估 ``` 财务健康度评估: 整体评级: A (优秀) 财务风险: 低 破产风险: 0.5% (极低) 具体评分: • 盈利能力: 85/100 (优秀) • 偿债能力: 90/100 (优秀) • 运营效率: 80/100 (良好) • 成长能力: 75/100 (良好) • 现金流健康: 88/100 (优秀) 风险提示: • 关注收入增长放缓 • 监控竞争加剧影响 ``` ### 🎯 投资价值分析 ``` 投资价值分析: 内在价值评估: • DCF估值: 450.0港元 • DDM估值: 420.0港元 • 资产评估: 380.0港元 • 综合估值: 416.7港元 相对估值: • 当前PE: 18.5x • 行业平均PE: 22.3x • 相对估值: 折价17% • 估值评级: 买入 投资建议: • 评级: 买入 • 目标价: 416.7港元 • 潜在涨幅: +12.3% • 投资期限: 长期持有 ``` ## 财务比率 ### 盈利能力比率 - **毛利率**: `(营业收入 - 营业成本) / 营业收入` - **营业利润率**: `营业利润 / 营业收入` - **净利率**: `净利润 / 营业收入` - **ROE**: `净利润 / 股东权益` - **ROA**: `净利润 / 总资产` - **ROIC**: `NOPAT / 投入资本` ### 偿债能力比率 - **流动比率**: `流动资产 / 流动负债` - **速动比率**: `(流动资产 - 存货) / 流动负债` - **资产负债率**: `总负债 / 总资产` - **利息保障倍数**: `EBIT / 利息费用` - **债务权益比**: `总负债 / 股东权益` ### 运营效率比率 - **总资产周转率**: `营业收入 / 总资产` - **存货周转率**: `营业成本 / 存货` - **应收账款周转率**: `营业收入 / 应收账款` - **应付账款周转率**: `营业成本 / 应付账款` - **现金转换周期**: `存货周转天数 + 应收账款周转天数 - 应付账款周转天数` ### 成长性比率 - **收入增长率**: `(本期收入 - 上期收入) / 上期收入` - **利润增长率**: `(本期利润 - 上期利润) / 上期利润` - **EPS增长率**: `(本期EPS - 上期EPS) / 上期EPS` - **ROE增长率**: `(本期ROE - 上期ROE) / 上期ROE` ## 技术分析 ### 趋势分析 - **财务趋势**: 财务指标历史趋势 - **成长趋势**: 成长性指标趋势 - **效率趋势**: 运营效率趋势 - **风险趋势**: 财务风险趋势 ### 比较分析 - **同业比较**: 与同行业公司比较 - **历史比较**: 与历史数据比较 - **预算比较**: 与预算数据比较 - **行业比较**: 与行业平均水平比较 ## 数据源 ### 主要数据源 - **港交所披露易**: 官方财务报表 - **公司年报**: 年度报告和中期报告 - **数据供应商**: 标准化财务数据 - **券商研究**: 财务分析报告 ### 数据更新频率 - **年报数据**: 年度更新 - **中报数据**: 半年度更新 - **季报数据**: 季度更新 - **月度数据**: 部分公司月度更新 ## 使用方法 ### 基础查询 ```bash # 获取财务报表 python scripts/financial_statement.py --statement 00700 # 获取财务比率 python scripts/financial_statement.py --ratios 00700 # 获取健康度评估 python scripts/financial_statement.py --health 00700 # 获取投资价值 python scripts/financial_statement.py --value 00700 ``` ### 高级分析 ```bash # 财务趋势分析 python scripts/financial_statement.py --trend 00700 --period 5y # 同业比较分析 python scripts/financial_statement.py --compare 00700 --peers # 现金流分析 python scripts/financial_statement.py --cashflow 00700 # 盈利质量分析 python scripts/financial_statement.py --quality 00700 ``` ## 配置选项 ### 报表类型 ```bash # 年报数据 python scripts/financial_statement.py --annual # 中报数据 python scripts/financial_statement.py --interim # 季报数据 python scripts/financial_statement.py --quarterly ``` ### 分析选项 ```bash # 盈利能力分析 python scripts/financial_statement.py --profitability # 偿债能力分析 python scripts/financial_statement.py --solvency # 运营效率分析 python scripts/financial_statement.py --efficiency # 成长性分析 python scripts/financial_statement.py --growth ``` ## 输出格式 ### 表格格式 ``` ┌─────────────┬──────────┬─────────┬──────────┬──────────┐ │ 财务指标 │ 2024Q3 │ 2024Q2 │ 同比变化 │ 评级 │ ├─────────────┼──────────┼─────────┼──────────┼──────────┤ │ 营业收入 │ 154,063 │ 142,482 │ +8.1% │ 优秀 │ │ 净利润 │ 42,312 │ 40,795 │ +3.7% │ 优秀 │ │ ROE │ 18.5% │ 17.8% │ +0.7% │ 优秀 │ │ 资产负债率 │ 36.7% │ 37.2% │ -0.5% │ 良好 │ └─────────────┴──────────┴─