Equity Research

Sell-Side Research Firms

Buy-Side Research Firms

Independent Research Firms

What we do

Report Writing

  • Initiating Stock and Industry Coverage
  • Preparing Earnings Preview Notes
  • Preparing Flash/First Read Notes
  • Prepare Detailed Earnings Results Analysis
  • Reviewing Earnings Transcripts
  • Post-Earnings Sector Coverage Analysis
  • Prepaing Thematic Sector Research
  • Drafting Ratings Change Notes

Financial Modeling

  • Creating & Maintaining Company Models
  • Creating & Maintaining Industry Information Databases
  • Responding to Requests for Models and Data Analysis
  • Tracking Stock Prices and Valuation Multiples vs. Street Consensus
  • Updating Financial Statement Data and Assumptions Post Earnings
  • Ad-hoc Analyses Projects

Industry Analysis

  • Tracking Industry-Related News Flow
  • Industry News Breakdown & Stock/Sector Impact Research Notes
  • Industry Diligence and Primary Research Through Surveys, Conference Calls with Industry Experts, and Online Channel Checks
  • Analysis of Macroeconomic Trends and Financial Markets

Corporate Access

  • Creating Marketing Presentations
  • Preparing Investor Profiles
  • Preparing Analyst Rating Profiles