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Avise Analytics | Equity Research
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Equity Research

Avise provides wide range of customized equity research outsourcing and investment support services to brokerage firms globally, helping them expand research coverage and deliver timely solution.

Our team of highly qualified equity analysts support clients’ team in developing investment rationale, report writing, model building, model maintenance, absolute and relative valuation, as well as data collection and analysis. Over the past three years, our analysts have built over 235 models across 5 sectors and covered over 310 stocks listed in major geographies stock markets.

List of Services

Coverage Initiation

Coverage identification is the first step in the research process. Initiating coverage reports are prepared on clients’ request once they have identified a set of companies pertaining to a specific sector. Our detailed reports ideally include industry analysis, key investment rationale, management background, business, operating and financial performance, peer analysis, valuation, investment outlook and financial tables/exhibits. Our offerings include:

Initiation coverage reports

Initiation coverage modeling

Investment rationale

Financial analysis & valuations

Coverage Maintenance

Clients prefer having an ongoing maintenance of their coverage universe to ensure continuous monitoring of risks. The models and reports of coverage companies are updated for earnings releases, corporate actions, and material news/events. This ensures that your universe of stocks is always up-to date. Regular maintenance also involves tracking news related to the industry and company daily as well as providing summary reports. Our offerings include:

Earning release update reports

Preparing earnings preview and review notes,

Event driven reports

Quarterly model updates

Earnings quality assessment

Variance analysis (estimates vs guidance / street estimates / actuals)

Modeling Support

Our team is adept with complex forecasting modeling, in-depth valuations (Discounted cash flow, sum-of-the-parts, and relative valuation), sensitivity analyses, equity database and analytics. Our approach include populating historical financial data, developing highly structured and automated forecast models so that clients can further modify them at their end, conducting both simple and complex valuations, incorporating sensitivity analyses, and creating firm-specific standardized templates and databases. The service especially saves substantial time and effort in updating financial models during earnings seasons and following corporate actions. The deliverables typically include:

Financial Models & Forecasting

Valuation Models based on DCF, SOTP & Relative Valuation

Peer Comparables Analysis

Presentations

A polished and professional investor-centric presentation deck sets our clients apart from other companies competing for capital and resources.

 

We work with our clients to prepare, revise or tailor existing materials to maximize positive reception from investors. These materials are constantly updated to fit the specific parameters of upcoming investor pitches, and are also modified as the company achieves its milestones.

 

Winning new investor support is as much about delineating how you are reducing risk as it is about showcasing growth and upside. Ultimately the client ends up with a presentation they are comfortable showcasing and a pitch deck that yields considerable investor interest.

Highly professional Investors’ Presentation

Compilation and presentation of pitch books

Special Situations & Events

Depending upon each client’s request and requirements, our analysts can prepare brief company profiles, other special reports and updates on all events, announcements, and activities that have a material effect on the covered sectors and the underlying companies. The list includes:

Short Company Profiles & Analysis,

Tear Sheets

IPO summaries

Periodic sector updates

Sector templates

SWOT, Value Chain Analysis, Stock & Shareholding Analysis

Industry Benchmarking

Database Development from SEDAR/EDGAR filings, Annual/Quarterly Reports

Other Ad hoc Research Query Support

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