Equity Research 2018-04-01T16:45:39+00:00

ABI ANALYTICS

EQUITY RESEARCH SUPPORT

Leverage Our Experienced Analysts Pool Across Sectors & Markets To Expand Coverage; Flexible Engagement Models To Make It Cost Effective

EQUITY RESEARCH: TRUSTED PARTNER FOR BUY-&-SELL-SIDE FIRMS

Leveraging Our Experienced Analysts – Across Sectors & Markets – To Expand Coverage Efficiently; Research Support For Generating Investment Ideas, Market Monitoring, Coverage & Maintenance, Sector & Thematic Investment And Portfolio Performance Analytics

ABI’s EQUITY RESEARCH SERVICES

ABI’s Equity Research Services are focused on providing high-end equity research support services to global buy-side and sell-side clients. We enable global firms to remain competitive by generating high quality differentiated research at significant cost optimization.

Our experienced equity research team helps sell-side clients – across sectors and markets – in initiating coverage on new stocks, maintaining coverage, tracking important sector developments and writing differentiated research reports.

We support buy-side clients – hedge funds, asset managers and pension funds – across their investment cycle in equity market. This include research and analysis support for from idea generation, deep-dive fundamental analysis, financial modelling, pre-and-post earnings analysis, sector monitoring, portfolio performance tracking etc.

At ABI, Equity Research is all about translating in-depth understanding of sector dynamics and business value drivers into financial analysis and valuation. With years of experience working for leading hedge fund managers and top-ranked onsite analysts, our equity analysts are perfectly in sync with the job requirements from various types of sell side and buy side assignments, ABI ensures to bring all these aspects on the assignments it takes on.

Leveraging our flexible engagement models, our clients engages us as an extension of their internal team – either through dedicated equity analyst(s) exclusively working for the client or by engaging equity analysts(s) on project-by-project basis.

OUR SERVICES PORTFOLIO – SELL SIDE EQUITY RESEARCH

INITIATION COVERAGE

Initiation Model

Company Initiation Note

Sector Initiation Note

COVERAGE MAINTENANCE

Earnings Update

Significant Events Update

Financial Model Maintenance

THEMATIC RESEARCH

Thematic Investment Research

Macro/Sector Thematic Research

Equity Investment Strategy

DATABASE & SCREENER

Sector KPIs & Valuation Sheets

Screener For Idea Generation

Macroeconomic Database

MARKET MONITORING

Newsletters

Market/Sector Monitoring

Corporate Actions Monitoring

MARKETING & PUBLICATION

Marketing Presentations

Editing & Supervisory Analyst

Graphics & Publication Support

OUR SERVICES PORTFOLIO – BUY SIDE EQUITY RESEARCH

FUNDAMENTAL ANALYSIS

Deep-Dive Company Analysis

Deep-Dive Sector Analysis

Thematic Investment Strategy Note

Macroeconomic Trends Note

FINANCIAL MODELLING

Financial Modeling – Initiation & Maintenance

Brokers’ Summary Modelling

Relative Valuation Sheets

Sum-Of-The-Parts Valuation

EARNING / EVENT ANALYSIS

Pre-&-Post Earnings Summary

Significant Events Update

M&A/LBO Analysis

KPIs & Peers’ Bench-marking

MARKET MONITORING

Brokers’ Summary Note

Newsletters

Market/Sector Monitoring

Commodity / Currency Markets Monitoring

PORTFOLIO ANALYTICS

Portfolio Performance Analytics

Portfolio Attribution Analytics

Bench-marking & Back-testing

Portfolio Risk Analytics

SALES & MARKETING SUPPORT

Funds Pitch Books

RFP/RFI Support

Investors Communication

White Papers & Themes

WHY ABI ANALYTICS FOR EQUITY RESEARCH

DEEP EXPERIENCE…

1,000+ equity valuation models and initiating coverage notes across diverse industry sectors and markets – that our analysts have covered in their professional assignments   

Traditional Sectors: Real Estate I Infrastructure I Utilities | Manufacturing | Energy | Food & Consumer Products I Agribusiness | Banking & Financial Services I Insurance | Metals & Mining | Media & Entertainment | Healthcare | Telecommunication

New Age Sectors: Technology | Semiconductor | Software | Biotech | Alternate Energy I Software I Artificial Intelligence I E-Commerce & Internet-Enabled Businesses

Region: 40+ countries across North America, Europe, Asia-Pacific, the Middle East, Africa, the Indian Sub-Continent

Research: 1,000+ Financial Model I 700+ Equity Notes I 20+ Markets Tracked Regularly

PROFESSIONAL EXPERTISE…

100+ years of combined equity research experience with deep-dive fundamental analysis, report writing, thematic research along with expertise on multiple valuation techniques;  

Team: 20 professionals with top 5-principals each having more than 10 years of equity research experience

Qualification: MBA Finance I CFA I CPA

Experience: Investment Bank I Private Equity I Project Finance I Corporate Strategy I Business Consulting

COMPLEMENTARY CAPABILITIES…

Our ability to leverage experienced professionals from various domain to quickly understand sector/geography specific nuances is an added advantage

Sector Experts: 30+ sector experts with 10+ years of average domain experience

Technology Experts: 10+ technology intellectual property experts to help understand nuances of technology and their commercialization potential

Market Research: Internal Knowledge Base of 100+ market research to quickly understand business drivers and sources of value creation / destruction

Database: Internal Database on “guideline public companies” across geographies and growth curve, with their operational and valuation multiples, that helps quickly understand factors impacting valuation

ENGAGEMENT EXAMPLES & KNOWLEDGE LIBRARY

CASE STUDY 1

ABI Helped the Client to Ramp up Equity Research Coverage in MENA Region

The Client

A leading brokerage house in Europe wanted to ramp up its Banking sector coverage in the MENA region

Scope Of Work

The client needed a ready to deploy team with deep expertise in Equity Research in Banking sector to ramp up its coverage.

The specific scope of the work included:

  • Initiation on Banking Sector with 12 regional banks
  • Deep-dive industry and company analysis
  • In-depth sector mode and individual banking models from scratch
  • Financial projections and valuation of the banks
  • Write end to end initiation reports

ABI Solution

  • ABI deployed an experienced team of 3 analysts, each with robust experience in banking sector equity research
  • ABI team carried out thorough MENA banking sector research and identified economic conditions, sector drivers, industry structure and key challenges
  • The team modelled sector banking model for different countries
  • The team then carried out in-depth analysis on each of the bank to understand business portfolio, market positioning, management strength, financial condition including NPA, Capital adequacy, and exposure to various sectors and loans/Deposits situation.
  • ABI analysts then created in-depth models on each of the banks and quantified all the analysis by forecasting income statement and balance sheet of the banks.
  • Post that, analysts carried out valuation of the stock using Discounted Cash Flows, Dividend Discount Model and Relative Valuation Model (P/BV and P/E)
  • The analysts then wrote comprehensive report covering sector fundamentals and report on each of the companies with valuation and rating justification.

Engagement Benefits:

  • Time-efficient as experienced analysts work on the assignment and client could quickly ramp up the coverage without adding extra capacity at its end.
  • Continuous communication and discussion on interim deliverable meant that the entire team was aligned with the same objective as that of client
  • ABI also delivered marketing presentation slides for the consideration of the research committee and investors
  • The client also leverages our domain experts – as and when needed – on project basis thereby maintaining a lean and cost-effective structure
  • Focus on data-security and well-defined access structure keeps the data and information security as the same level as is found in the internal team