For full text article go to : http://www.educorporatebridge.com/equity-research/write-equity-research-report/ what is an"Equity Research Report"or do you have any idea about how to write Equity Research Report? eduCBA bring you this article to know all about Equity Research Report!
2. WINTERTemplate
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.
3. Who are the clients for Equity Research Reports?
Retail Investors
HNI’sHedge Funds
Pension funds
Equity Mutual
Funds
5. 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.
6. 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.
7. 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.
9. Knowledge is like a line
With no ends…
So To know in detail about this
article click on the link
below
https://www.educorporatebridge.com/equity-
research/write-equity-research-report/
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