Avise provides highly-customized equity research services to buy-side firms extending full assistance in undertaking company analysis based on Fundamental research driven approach, financial modeling, coverage maintenance and monitoring and aggregating Broker Research. Our services are intended to let fund and portfolio managers invest quality time on idea generation, undertake new geographic and sector investments and be assured of ongoing maintenance research to stay ahead of the market trends and developments.
Equity Research
List of Services
Company Analysis
Our clients’ benefits from leveraging our team’s equity research capabilities in comprehensive assessments and analysis of a specific company and/or industry. We provide integral support in terms of undertaking background research and analysis and preparing institutional-grade equity research notes depending upon clients’ objective and target audience. The notes are detailed including investment summary, key investment arguments, SWOT analysis, industry analysis, business, operating and financial performance, valuation, and financial tables/exhibits. Our deliverables include preparing:
Company Profile
Sector/Industry Overview
Event Update
Management Profile
Public Comparable Company Analysis
Financial Modeling
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
Sensitivity/ Scenario Analysis
Coverage Maintenance
Buy side firms 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 their 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
Quarterly | Half – Yearly Result Analysis & Model Update
Tracking and Analyzing News & Events
Monitoring Top Management Background
Earnings Quality Assessment
Monitoring and Aggregating Broker Research
Avise support buy side firms derive maximum value from broker research. As asset managers use diverse approaches in the way they use broker research, our team monitor and synthesize broker updates, reports, and models and customize the final output to fit each client’s requirements. The deliverables typically include:
Consensus Estimate Aggregation
Mean Value Based Models
Variance Analysis (estimates vs guidance / street estimates / actuals)
