Equity Research

Our equity research services enable asset managers, investment banks and other institutional clients to conduct detailed fundamental company and market analysis and make better investment decisions.

Comprehensive Company/Industry Coverage

Sophisticated In-depth peer analysis, automated valuation sheets, multiple analytics, benchmarking, future trends and emerging theme analysis.

Reports and White Papers

High-quality white-labelled initiating coverages, analyst reports, industry white papers and information memorandum

Financial Models

Robust bespoke financial models based on specified industry drivers.

Tracking and Monitoring

Real-time tracking of commodity prices, company events, financial releases, analyst notes and ratings, reputational/legal/regulatory/operational risk events, and M&As and other corporate transactions.

Other Products and Services

Comparisons of industry operating/financial metrics, cost curve, commodity flow and production guidance analysis.

Our Differentiators

  • Highly experienced equity research team, with best-in-class industry and subject expertise
  • Robust customized sector-specific financial models and valuation templates
  • Automated data extraction, enabling fast access to financial and benchmarking data from 5+ leading industry and financial databases
  • Experienced, high-quality design and editorial teams, helping to create visually attractive and professionally written reports in accordance with client templates
  • Advanced analytics capabilities, facilitating real-time insights using press releases, social media, earnings reports, and other relevant sources
  • 24*7 research support in all time zones
  • Research support in 15+ languages
  • Compliance with highest regulatory standards – ISO 27001 and 20252, and GDPR certified

 

Our Approach

Robust Data Sourcing

We use only reliable, high-quality data obtained from the most authoritative sources. As well as researching subscribed databases, our team scans industry association publications, company and analyst reports, sector journals, press releases, social media, and other reliable secondary sources. Our access to senior business professionals spread across sectors provide us a unique source of information/insights.

Customized Approach

Our expert research team creates financial models and valuation sheets based on highly customized underlying industry and company fundamentals and drivers.

Automated Tools/Platforms

We leverage our extensive valuation and financial model templates, automated analytics tools, and workflow processes, as well as our best-in-class knowledge management platform to provide unique competitive insights and to progress projects faster.

Robust Quality Controls

We operate multiple quality control procedures to ensure production of professionally designed, formatted and edited research deliverables, consistent with each client’s own templates.

Phronesis handled every aspect of the engagement very professionally and were great to work with.

- Research & Consulting leader in Institutional investment & Asset Management industry

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Equity Research case studies