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Write Equity
Research
Report
-by edu CBA
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.
Who are the clients for Equity Research Reports?
Retail Investors
HNI’sHedge 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…
So To know in detail about this
article click on the link
below
https://www.educorporatebridge.com/equity-
research/write-equity-research-report/
https://www.facebook.com/CorporateBridgeGroup
Be a part of edu CBA Family!!!
Visit our website
For Free Resources
Like us on Facebook
Follow us on Twitter
https://www.educorporatebridge.com/
https://www.educorporatebridge.com/free-courses/
https://twitter.com/corporatebridge
Thank
You!!!
If you have found this Presentation
to be useful, kindly
Like
Share
Follow us!!!
+

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Write 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.
  • 8. 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/
  • 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/
  • 10. https://www.facebook.com/CorporateBridgeGroup Be a part of edu CBA Family!!! Visit our website For Free Resources Like us on Facebook Follow us on Twitter https://www.educorporatebridge.com/ https://www.educorporatebridge.com/free-courses/ https://twitter.com/corporatebridge
  • 11. Thank You!!! If you have found this Presentation to be useful, kindly Like Share Follow us!!! +