Background
A nine-person equity research unit at a Ho Chi Minh City brokerage prepared weekly idea memos but used inconsistent momentum language. RSI readings were cited without noting period length or trend context.
Engagement
DataRoute delivered a three-day on-site programme: day one on momentum structure, day two on RSI application with the team's actual coverage list, day three drafting a one-page internal checklist.
Outcome
Memo revision cycles dropped from an average of three rounds to two over six weeks. The head of research noted fewer last-minute chart swaps before committee. One analyst said the bilingual handouts made it easier to onboard interns.
Reservation noted
Two junior analysts wanted more commodity examples; the firm requested a follow-up half-day focused on oil proxies, scheduled separately.