EQUITY RESEARCH

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End-to-end custom research and analytics solutions

We provide equity research services across various products, customized to suit our clients’ unique requirements. Our offerings enable decision makers globally to focus on idea generation, test feasibility of entering a new geography or sector as well as getting assisted on regular maintenance.

By outsourcing the legwork of the research process to Equinox, our clients can focus on more important activities, core to revenue generation or ideation. Our analysts support teams globally across the entire spectrum of decision making – from supporting on model building and maintenance to helping IRPs and Asset Managers in expanding coverage by preparing long and short investment notes. Below is the list of services that we can help you with:

Financial modeling:

Equinox provides modeling and valuation support suited to meet your requirements. We can help in populating historical data to building quick and detailed valuation models, including sensitivity and scenario analysis. The models can be built either on our in-house user friendly template or on your template.

Company research:

We have a suite of products for catering to different needs related to an individual company analysis:

  • Company profiles: Short profiles, usually one to three pager capturing brief overview, SWOT analysis and financials for a company
  • Short notes: Usually five to seven pager with more detailed information on a company, its industry, competitive analysis, and valuation
  • Long notes: Detailed initiation notes capturing all aspects related to company research – from key investment positives and risks to industry attractiveness as well as valuation and sensitivity
  • Earnings note: Equinox can facilitate in expanding your coverage universe or facilitating your team in releasing earnings review and preview notes

Industry research:

Equinox can prepare short or detailed Industry notes based on both quantitative and qualitative parameters:

  • Short notes: Three to five pager notes comprising Porter’s five forces analysis, competitive assessment and profitability
  • Chart packs: Exhaustive charts on an industry, such as relative price performance, revenue growth, margin analysis, leverage, market share movement and valuation, among others
  • Sector notes: Detailed sector notes covering major performance factors for the industry, key trends, outlook and competitive landscape

Analytics solutions:

We can help you source data for your covered companies and industries, clean-up and structure existing data and run analytics to generate actionable insights

  • Web scraping: Use latest tools to scrape data on target universe. Can target consumer forums, social media and financial websites for scraping data
  • Clean and structure data: Our data analytics expert can help in cleaning up large quantities of data
  • Run analytics: We can run descriptive, prescriptive or predictive analytics to help you gain an edge over competition

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