Equity Research

Who We Work With

Sell-Side Research Firms
Buy-Side Research Firms
Independent Research Firms

What We Do

  • Report Writing

    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
      • Preparing Thematic Sector Research
      • Drafting Ratings Change Notes
  • Financial Modeling

    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

    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

    Corporate Access

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