All You Need To Know About Equity Research Report

With a quest to find the accurate financial information on the market developments, reports need to be created with complete integrity. This is to ensure that stocks are not being misinterpreted. This gives rise to formulating a precise and expert analysis of creating stock research reports.

An equity research report encapsulates the written or electronic communication of analysis of equity securities for individual companies and industries. This report provides information based on an exhaustive investigation that is conducted on investments to conclude.

Writing an equity research report requires a finer understanding of the process of how the report tends to shape up. After completing the fundamental analysis, ratio analysis, and valuations, all this data needs to be meticulously formulated in a stock research report.

Some of the pointers that are considered while writing an equity report are:

Having a Transparent View of the Company

State a clear view of the company regarding Investment justification, risk assessment, key growth drivers, cost drivers and revenue drivers.

Recommendation/Rating

It is essential that you declare your recommendation in absolute clarity. Mention your recommendation based on the conclusions you have derived.

Investment Validation

Give a clear pathway to the reader about investment validation. Will the share soar or crash? The equity report should simply state the facts in the simplistic way possible.

Inclusion of a Share Price Chart

The report should preferably have the price chart of the stock. The chart should show last 52-weeks’ share price movement.

Business Model

The paragraph includes the examination of the business model and a prediction on how it will perform in the coming few years.

Product Outline and Sections

The share report must contain the product’s profile by defining it accurately. The segments should include cost, the company’s market share, current sales and forecasted revenue figures, market size, competition, the company’s performance in domestic and other markets.

While writing the equity research report, the analyst must assure that the data is segregated and simplified in a way that makes it easy for the reader to understand, assess and decide what the report wants to convey. The analyst at JM Financial uses a holistic approach to ensure that all sides of points are covered while formulating stock research report. So, if you are an organisation looking in for a no-nonsense equity report, do get in touch with JM Financial for a detailed report on your organisation’s performance.



Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.