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Reading Case 2 results.
Case 1: Theme Tagging
Check whether companies match an existing investment theme.
Stock Universe
100 stocks preloaded
Criteria
Electronic equipment/components
Power equipment/components
Manufacturing role
At least 30% qualifying revenue
Criteria Review
Power Grid Equipment
Effectiveness
The product scope and 30% revenue threshold are clear enough to identify companies with meaningful power-grid equipment exposure.
Data Sufficiency
Annual reports usually support segment revenue, but mixed electronics companies may require company websites or segment notes to confirm qualifying exposure.
Recommendation
Keep smart meters, inspection robotics, and grid digitization systems explicit so mixed electronics companies can be reviewed consistently.
0Pass
0Fail
0Review Notes
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Case 2: Find a Theme
Discover common investment themes from a group of seed companies.
Seed Universe
46 stocks preloaded
Target Universe
500 stocks screened
Theme Mode
Multiple themes allowed
46Seed companies
0Themes found
0Companies matched
Target Universe Screening
500-stock universe
| Company | Ticker | Proposed Theme | Result | Confidence | Justification | Source | More details |
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Unexplained Seeds
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Case 3: Segment & Geographic Mapping
Map reported business segments to HSICS and classify Mainland exposure.
Stock Universe
200 stocks preloaded
Fiscal Years
FY2024 and FY2025
Reference Data
HSICS definitions and geography rules
What HSICS subsector should each reported business segment receive?
Bonus: Theme Discovery
Validate a discovered HK theme against company evidence and momentum context.
Discovered Theme
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Definition
Reading bonus write-up and screening results.
Validation
Momentum is shown as validation context, not as an eligibility input.
Eligibility Criteria
A01-A05 provider-role screen
0HK Companies
0Pass
0Core
0Need Review
| Company | RIC | Result | Scope | Exposure | Score | Confidence | Justification | More details |
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