write equity research report

Write Equity

Research

Report

-by edu CBA

WINTER Template

What is an Equity Research report?

• An equity research report is a document prepared by an analyst or strategist. Such Analysts are part of the investment research team in a stock brokerage or investment bank.

• There are various investors who put in their money into various stocks and companies. The motive behind that investment is to get good returns. So how do they decide which company to invest in?

• One way is going through the equity research reports by big brokerage firms or investment banks. So let’s now understand what equity research reports are and how to write equity research reports.

Who are the clients for Equity Research Reports?

Retail Investors

HNI’s Hedge Funds

Pension funds Equity Mutual

Funds

Anatomy of an

Equity Research

report

Types of Equity Research Reports

Initiation Reports These are the research reports written by the brokerage houses having the details about the company. These are very detailed reports and the length may vary from 20-50 pages as well.

Sector reports You may already guess from the name itself what the report is all about. Yes, it details information about a specific sector. All the sector specific news and happenings are reflected through such reports.

Economy reports The reason to write equity research Reports of such kinds is to help Portfolio managers to take decisions on Country specific fund flows. Such reports contain crucial information on general macro-economic conditions.

Quarterly/ Annual Results update report These reports highlight key results updates and are generally of 2-3 pages. The reports are not in depth and highlight only the key results updates.

Points to remember before you write Equity Research Report

• Know the company well. • Know about its accounting, its products and services, its

management, its selling practices, its ability to manage its own business.

• Understand its relations with customers and suppliers, it is R&D capabilities.

• Know the industry. • Know what are the government views about the company and

the industry. • Know what the market thinks about the company and the

industry. • Know what your clients are looking for in terms of investment

ideas.

Useful Financial website to write equity research report

• http://www.nseindia.com/ • http://www.bseindia.com/ • http://www.sebi.gov.in/ • http://economictimes.indiatimes.com/ • http://marketlive.in/ • http://www.marketwatch.com/ • http://www.moneycontrol.com/

Knowledge is like a line With no ends…

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