Attached - Equity Research Template Examples
Hi WSO,
A lot of people have asked me for equity/industry analyst report templates. In response I have attached a few BB/MM examples from JPM, GS, BMO, MS, BAML,RBC, Nomura. Enjoy!
https://mm.JPMorgan.com/EmailPubServlet?h=-otaf686&doc=GPS-961848-0.pdf
http://www.mauldineconomics.com/images/uploads/overmyshoulder/Goldman_S…
http://www.bpcplc.com/media/22382/goldman_sachs_june_2013.pdf
http://www.resource-capital.ch/fileadmin/research/fremde/Heinz_Isler_Au…
http://www.morganstanleychina.com/conferences/apsummit2011/research/boo…
http://www.resource-capital.ch/fileadmin/research/fremde/Heinz_Isler_Ju…
http://www.merrilledge.com/publish/content/application/pdf/gwmol/BofAML…
https://www.Nomura.com/events/Nomura-upstream-conference/resources/uplo…
Best,
R
What the hell GS, landscape??
B/c Woody is a prick here is a GS report on AAPL - http://pdf.cyberpresse.ca/lapresse/dufour/AAPLBUY.pdf
RBC's looks really nice imo. I hate Nomura and Jeffereies ER; something about the red just turns me away.
Shit son... really appreciate your share. Do you have any Deutsche reports btw? Thanks!
Golden bananas for you...or wd you prefer handshakes instead
Looking at equity research reports makes me feel much better about my working all this weekend on 2 M&A deals. Technical writing makes me cringe!
it's awesome....thanks!!
Thanks WSO,
Here's more:
Suntrust Robinson Humphrey - http://www.thestreetsweeper.org/ckfinder/userfiles/files/KEYWParrotRepo…
deutsche bank - http://www.bbbiotech.ch/fileadmin/user_upload/files/bbbiotech/de/pdf/An…
Silver bananas! Any chance you have more thematic REIT research?
BluenoseMonkey - Here you go.
JPM HK Link REIT - https://mm.jpmorgan.com/EmailPubServlet?h=n92o91lq&doc=GPS-983509-0.pdf MS FX Repot - http://www.morganstanley.com/public/FXPulse_11152013.pdf RBC REIT - http://www.investorvillage.com/uploads/51535/files/RBCdundeefeb2013.pdf
anything on healthcare/ pharma/ biotech/ med tech?
@Couchy - Here you go.
william blair and company - http://www.acgchicago.com/UserFiles/file/chicago/Web%20docs/HCare%20201…
Do you have anything for consumer retail?
Great thanks!
This site might be usefull. Just type equity-research dot com/reports
@Stryfe - Here you go!
It's not equity but I thought I would change it up. GS Credit Research on JC Penny.
Goldman Sachs Credit Research - http://www.valuewalk.com/wp-content/uploads/2013/09/170903704-JCP-GS1.p…
Credit Suisse Research from the TMT group on Wearables Fashion - https://doc.research-and-analytics.csfb.com/docView?language=ENG&source…
many thanks
anything on MCK CAH or ABC?
MCK has been a huge value play since the last 1-2 years. Trading much higher now though... It's a stock I actively follow and definitely worth looking into.
Hi I do need some equity research report on commercial real estate....Can you help? I do appreciate your help! BR
https://www.credit-suisse.com/media/production/pb/docs/privatkunden/hyp…
one of the top results on google
Hi
Can anyone help find real estate research for UK market....
Thanks
BR
Thanks for the resources!
Does anyone have any actual tutorials/resources about how to create reports like this from scratch?
This really is amazing. Thank you so much for sharing.
This is goldmine! Rajsmith, take a bow, SIR! You're awesome!!
This is goldmine! Rajsmith, take a bow, SIR! You're awesome!!
Great! I'm an incoming analyst and these sure would be a good read. SB-ed.
Thanks for sharing! It's a great resource for beginners.
@"rajsmith" you're AWESOME man !!
@"cynicalhbk"I aim to please
@"cynicalhbk"I aim to please
@"cynicalhbk" Saw your PM on Men's Warehouse - Here's a little something.
http://www.jefferies.com/CMSFiles/Jefferies.com/files/TheHolidays.pdf
Old Report from Asia - http://www.hsbcnet.com/nutshell/attachments/pdf/asiaPacific-consumer-di…
http://content.stockpr.com/menswearhouse/media/a63438bb9fd67a0c0b9e5006…
@"rajsmith" - Thanks so much !!
Let me know if you're able to get hold of any initiation / earnigs review notes, but this is super helpful as well. Thanks again!!
@"cynicalhbk" - if i had it i would have posted it....do you own research for your interview. good luck
Yep, working on it. Thanks for your help!
For the WSO Spanish and Portuguese speaking members here's Santander
http://www.sportsworld.com.mx/inversionistas/pdf/reportesaccion/14Q2%20…
Again for our Latin American friends here's the Santander analyst deck for their LatAm coverage (with analyst names/emails). Also you guys/gals don't know how lucky you are you have the best asses in the world!
http://www.santander.com.br/document/wps/3_Book_Santander%20LatAm%20Han…
Anything about equity research and bond markets research from Nomura?
@astfin-juki BOOM!
https://www.nomura.com/events/global-quantitative-equity-conference/res…
https://www.nomura.com/events/global-quantitative-equity-conference/res…
http://www.lupin.com/pdf/14/20140508%20-%20Lupin%20-%204QFY14-%20Nomura…
http://www.policyexchange.org.uk/images/WolfsonPrize/nordvig%20-%20reth…
Here's one more on Nomura EM Brazil Fixed Income:
http://frombrazil.blogfolha.uol.com.br/files/2013/10/BRL-long-short-ter…
This is for @samson_dada from WF
http://www.semismatter.com/wp-content/uploads/2014/11/IndTech_rpt_14111…
@rajsmith thanks man! Do you know if these are similar to 'case studies' at their global markets research interviews?
Goldman Sachs Report on Retail Liquid Alternatives - http://www.alphacapitalmgmt.com/media/pdfs/120613_Retail_Liquid_Alterna…
@"rajsmith" Anything on gold mining companies?
@"rajsmith" Do you have JPM research reports on SMID cap banks? Thanks in advance
Equity researchs reports by Goldman Sachs are great. Can anyone give me some more. I am searching for "2012/2011 US equity outlook" by Goldman Sachs as well as other researchs on firms.
Thank so muchs
For people looking for more recent reports, this page seems to have a good and up-to-date selection: http://equity-research.com/reports/
Thank you for sharing!
Awesome. thanks for the post
Awesome posts here, anyone have anything from Barclays?
Equity Research Template MS word (Originally Posted: 12/20/2015)
I wanted to ask if anyone has a MS Word Equity Research template with a functionality to fetch the standard financial statements, historical price and standard ratios from the internet. It would be a great help to input the ticker info and get all that information without having to copy/paste it.
I am sure this is not a hard thing to automate...
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