Brokerage and independent research firms often face challenges related to research bandwidth and meeting the demand for timely and accurate insights. We understand the importance of research in delivering value to your clients. Our services can help alleviate this challenge by providing additional research capacity, supporting equity & credit analysis, macro research, and sales support. By collaborating with us, you can expand your research capabilities, meet client expectations, and deliver comprehensive research reports and recommendations, enhancing your position as a trusted advisor in the market.

Equity Research

Coverage and Maintenance:

Financial Modeling and Valuation: Develop comprehensive financial models and perform valuation analysis to support initiation reports, earnings updates, and investment recommendations.
Equity Notes: Prepare well-crafted equity notes, including initiation reports, earnings update reports, and sector write-ups, providing detailed insights on companies, sectors, and market trends.
Maintenance Support: Receive ongoing maintenance support with earnings call summaries, validating forecasting assumptions, conducting model audits, and ensuring quality control.

Database & Screeners:

Database Creation, Maintenance, and Automation: Create and maintain databases with accurate and up-to-date financial data, company profiles, and industry information. Automate data retrieval processes to streamline research workflows.
Sector-Specific Databases: Develop sector-specific databases that enable quick access to relevant information, helping analysts and researchers stay updated on market trends, company performances, and industry dynamics.
Back-Testing Analysis of Screeners: Conduct rigorous back-testing analysis of screeners and filters to identify potential investment opportunities and evaluate their historical performance.
Database-Linked Valuation Sheets: Create customized valuation sheets linked to databases, facilitating seamless data integration and enabling efficient valuation analysis.

Sector & Thematic Research:

Macro Analysis & Equity Strategy: Conducts macroeconomic analysis for valuable insights into the overall market trends, economic indicators, and their impact on equity markets. Develop equity strategies based on macro analysis.
Theme Identification: Identify emerging themes and trends within industries and markets, helping clients uncover potential investment opportunities and capitalize on market dynamics.
Stock Ideas & Investment Hypothesis Testing: Generate stock ideas supported by thorough research and analysis. Rigorously test investment hypotheses and assesses risk-reward profiles to deliver actionable insights.
Sector-Specific Studies: Conduct in-depth studies and reports focused on specific sectors, providing comprehensive analysis of industry dynamics, competitive landscape, and key market drivers.
Reports on Macro-Themes: Prepare insightful reports on macro-themes such as sustainability, digital transformation, and disruptive technologies, helping clients understand the impact on specific sectors and identify investment prospects.

Market Monitoring & News Updates:

Newsletters Tracking Sectors, Markets, and Economies: Compile newsletters that track the latest developments in sectors, markets, and economies, for concise and actionable summaries.
Industry/Company News Scan: Conducts extensive scans of industry and company news, capturing relevant information that impacts stock performances and market trends.
Tracking Industry/Management Interviews: Monitor and analyze industry and management interviews, for valuable insights into key trends, strategic direction, and market perceptions.
Morning Meeting Notes: Prepare morning meeting notes that summarize overnight news, market movements, and key events, ensuring clients start their day informed and prepared.
After-Market Trade Commentaries: Deliver insightful commentaries to clients on after-market trades, analyzing price movements, volume trends, and market sentiment.
News and Impact Analysis: Provides news and impact analysis, helping clients understand the implications of news events on specific stocks, sectors, and market sentiment.
Updating Sector Monitors: Update sector monitors with the latest industry data, news, and analysis, enabling clients to stay informed about sector-specific developments.

Credit Research

Investment Grade | High Yield | Leveraged Loans | Sovereign/ Municipals

Idea Generation:

Screening of Companies: We conduct extensive screening of companies across regions, sectors, and rating categories, helping clients identify potential investment opportunities and assess credit risks.
Credit Profiles/Tear-Sheets: Our team prepares comprehensive credit profiles and tear-sheets, providing valuable information on credit opportunities, including financials, ratings, key metrics, and industry analysis.
Deep-Dive Credit Analysis: We perform in-depth credit analysis on shortlisted companies, assessing creditworthiness, debt structure, industry dynamics, and key risk factors.
Gathering/Updating Street Consensus: We collect and maintain street consensus data, ensuring clients have access to the latest market expectations and consensus views.
Querying/Maintaining Financial Databases: We query and maintain financial databases, ensuring accurate and up-to-date information for credit analysis and modeling.

Research Coverage Maintenance:

Opinionated Credit Notes: We provide opinionated credit notes, offering detailed insights and analysis on credit opportunities, including investment recommendations, risk factors, and credit outlooks.
Forecasted Cash Flow Models: Our team develops forecasted cash flow models, allowing clients to assess cash flow dynamics, debt servicing capabilities, and potential risks.
Earnings/Credit Event Updates: We deliver timely updates on earnings releases and credit events, keeping clients informed of any material developments that may impact credit profiles.
Debt Structure Analysis: We analyze the debt structure of issuers, including covenants, maturities, interest rates, and call provisions, helping clients assess debt sustainability and refinancing risks.
Sensitivity Analysis: We perform sensitivity analysis, evaluating the impact of various scenarios and market conditions on credit profiles and investment outcomes.
Negative Covenants Analysis: Our team conducts comprehensive analysis of negative covenants, identifying potential risks and limitations that may affect credit quality.
Peer/Securities Comparison: We provide peer and securities comparison analysis, allowing clients to benchmark credit profiles, financial metrics, and relative value across comparable issuers.

News Updates & Commentary:

Regular News Updates for Traders: We deliver regular news updates to traders, highlighting relevant news events, market trends, and credit-related developments.
Morning Meeting Notes: Our team prepares concise morning meeting notes that summarize overnight news, market movements, and key events, helping clients start their day informed.
After-Market Trade Commentaries: We provide insightful commentaries on after-market trades, analyzing price movements, volume trends, and market sentiment.
News and Impact Analysis: We conduct comprehensive news and impact analysis, helping clients understand the implications of news events on credit profiles and investment decisions.
Updating Sector Monitors: We update sector monitors with the latest industry data, news, and analysis, enabling clients to stay informed about sector-specific credit trends.

Securitized Credit

Research, Analytics, Surveillance: We offer research, analytics, and surveillance services for securitized credit products, including MBS (mortgage-backed securities), ABS (asset-backed securities), CDOs (collateralized debt obligations), and CLOs (collateralized loan obligations).

Cash-Flow Models: Develop cash-flow models that incorporate pre-payment, interest rate, default, and recovery scenarios, enabling clients to assess the performance and risk of securitized credit.
Analysis of MBS/ABS/CDO/CLO Deals and Constituents: Conduct detailed analysis of securitized credit deals and their constituents, evaluating underlying assets, structure, credit enhancements, and cash flow characteristics.
Research Publication Support: Prepare research publications focused on securitized credit, including market outlook reports, deal analysis, and investment recommendations.
Commercial Real Estate Analysis: Analyze commercial real estate-backed securities, assessing property valuations, rental income, occupancy rates, and market dynamics.
Reporting Deal Performance: Monitor and report on the performance of securitized credit deals, tracking key metrics, credit enhancements, and potential risks.
Highlighting Key Changes in Deals and Constituents: Identify and highlight key changes in securitized credit deals and their constituents, helping clients stay updated on material developments and credit quality.